Fund shareholders of Marsh & McLennan Cos Inc
ISIN US5717481023 · United States · LEI 549300XMP3KDCKJXIU47
- Fund shareholders
- 983
- Of which ETFs
- 258 725 other funds
- Value held
- ≈ 35B $ 34.5B $ · 4.2B SEK · 33.8M €
983 funds hold this company. This table lists the 981 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Dow Jones U.S. ETF iShares Trust | 20,640 | 3.9M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 20,592 | 3.4M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Jensen Quality Growth ETF Trust for Professional Managers | 20,085 | 3.2M $ | 3.35 % | as of May 31, 2026 ↗ |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 20,040 | 3.3M $ | 1.17 % | as of Jun 30, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 19,943 | 3.8M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| MML Focused Equity Fund MML SERIES INVESTMENT FUND | 19,742 | 3.3M $ | 2.61 % | as of Jun 30, 2026 ↗ |
| NYLIM VP Balanced Portfolio NYLIM VP FUNDS TRUST | 19,487 | 3.2M $ | 0.93 % | as of Jun 30, 2026 ↗ |
| GreenFi Redwood Fund Aspiration Funds | 19,487 | 3.2M $ | 2.10 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 19,428 | 3.2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 19,334 | 3.2M $ | 1.17 % | as of Jun 30, 2026 ↗ |
| AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS | 19,035 | 3.2M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 19,031 | 3.2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 19,008 | 3.2M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 18,983 | 3.2M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 18,907 | 3.6M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 18,844 | 3.1M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 18,804 | 3.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 18,703 | 3.1M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 18,604 | 3M $ | 0.05 % | as of May 31, 2026 ↗ |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 18,600 | 3M $ | 0.36 % | as of May 29, 2026 ↗ |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 18,486 | 3.5M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 18,354 | 3.1M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 18,303 | 3.1M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 18,163 | 3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 18,066 | 3M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 17,809 | 3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 17,756 | 3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 17,737 | 3.4M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 17,610 | 2.8M $ | 0.26 % | as of May 31, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 17,532 | 3.3M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 17,478 | 2.8M $ | 0.16 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 17,190 | 2.9M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Large Cap Value Fund ULTRA SERIES FUND | 17,125 | 2.9M $ | 1.82 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 17,053 | 3.2M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,043 | 3.2M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 16,991 | 28.1M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 16,945 | 2.8M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 16,908 | 3.2M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| UBS US Dividend Ruler Fund UBS FUNDS | 16,759 | 2.8M $ | 1.14 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 16,581 | 3.1M $ | 0.94 % | as of Jul 31, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 16,543 | 27.3M SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 16,491 | 2.7M $ | 1.01 % | as of Jun 30, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 16,285 | 2.6M $ | 0.23 % | as of May 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 16,237 | 2.6M $ | 0.11 % | as of May 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 16,151 | 3.1M $ | 0.38 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust | 16,066 | 2.7M $ | 0.64 % | as of Jun 30, 2026 ↗ |
| Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 16,029 | 3M $ | 1.69 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 15,974 | 2.7M $ | 0.74 % | as of Jun 30, 2026 ↗ |
| Scharf Global Opportunity ETF Advisors Series Trust | 15,884 | 2.6M $ | 1.66 % | as of Jun 30, 2026 ↗ |
| NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST | 15,822 | 3M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 15,520 | 2.6M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Columbia U.S. Equity Income ETF Columbia ETF Trust I | 15,463 | 2.9M $ | 0.96 % | as of Jul 31, 2026 ↗ |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 15,109 | 2.5M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II | 15,055 | 2.5M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI North American Subset Index ETF Fidelity Covington Trust | 14,942 | 2.8M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 14,919 | 2.5M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 14,848 | 2.8M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 14,636 | 2.4M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 14,544 | 2.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 14,422 | 2.4M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| State Street Institutional U.S. Equity Fund STATE STREET INSTITUTIONAL FUNDS | 14,349 | 2.4M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| iMGP Global Select Fund LITMAN GREGORY FUNDS TRUST | 14,325 | 2.4M $ | 3.07 % | as of Jun 30, 2026 ↗ |
| Hennessy Cornerstone Large Growth Fund Hennessy Funds Trust | 14,300 | 2.7M $ | 1.89 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 14,144 | 2.3M $ | 0.14 % | as of May 31, 2026 ↗ |
| T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. | 14,100 | 2.4M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 14,059 | 2.3M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,047 | 2.7M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 13,805 | 2.2M $ | 0.05 % | as of May 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 13,713 | 2.6M $ | 0.33 % | as of Jul 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 13,689 | 22.6M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 13,656 | 2.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,365 | 2.1M $ | 0.11 % | as of May 31, 2026 ↗ |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 13,328 | 2.2M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 13,250 | 2.2M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| MFS Global Growth Fund MFS Series Trust VIII | 13,230 | 2.5M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 13,225 | 2.2M $ | 0.64 % | as of Jun 30, 2026 ↗ |
| Value Advantage Portfolio PACIFIC SELECT FUND | 13,163 | 2.2M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 13,139 | 2.5M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 13,092 | 2.5M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,076 | 2.5M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 13,057 | 2.1M $ | 0.12 % | as of May 31, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 13,056 | 2.2M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 12,976 | 2.2M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 12,969 | 2.2M $ | 0.63 % | as of Jun 30, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 12,798 | 2.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 12,791 | 2.1M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Equity Income Fund Virtus Equity Trust | 12,754 | 2.1M $ | 1.21 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 12,725 | 2.4M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 12,666 | 2.4M $ | 0.30 % | as of Jul 31, 2026 ↗ |
| Lazard US Equity Focus Portfolio LAZARD FUNDS INC | 12,537 | 2.1M $ | 2.72 % | as of Jun 30, 2026 ↗ |
| Boston Trust Walden Equity Fund Boston Trust Walden Funds | 12,505 | 2.1M $ | 0.94 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,402 | 2.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,329 | 2M $ | 0.09 % | as of May 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 12,314 | 2.1M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 12,271 | 20.3M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 12,236 | 2M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV | 12,223 | 2M $ | 3.21 % | as of May 31, 2026 ↗ |
| Balanced Fund American Century Mutual Funds, Inc. | 12,099 | 2.3M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| CresAlta Global Dividend ETF Elevation Series Trust | 12,045 | 2.3M $ | 1.65 % | as of Jul 31, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 12,021 | 2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Edmond de Rothschild Fund - Human Capital Edmond de Rothschild Asset Management (Luxembourg) | 2.79 % | as of Mar 31, 2026 ↗ |
| Amundi Dynamique Climat Amundi Asset Management | 0.04 % | as of Sep 30, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 7.47 % | as of May 31, 2026 ↗ |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 5.65 % | as of Jun 30, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 4.83 % | as of Jun 30, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 4.51 % | as of May 31, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 4.24 % | as of May 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 4.10 % | as of May 31, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 3.98 % | as of Jun 30, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 3.97 % | as of Jun 30, 2026 ↗ |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 3.88 % | as of Jun 30, 2026 ↗ |
| Madison Covered Call & Equity Income Fund MADISON FUNDS | 3.64 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 901 | -29 | 200,114,665 | +0.0 % |
| 2026Q2 | 930 | +19 | 200,066,306 | +8.3 % |
| 2026Q1 | 911 | -42 | 184,666,727 | -5.0 % |
| 2025Q4 | 953 | -3 | 194,397,411 | -2.6 % |
| 2025Q3 | 956 | -44 | 199,623,899 | +0.8 % |
| 2025Q2 | 1,000 | +57 | 198,135,979 | +3.6 % |
| 2025Q1 | 943 | -32 | 191,186,551 | -1.4 % |
| 2024Q4 | 975 | +9 | 193,972,756 | -1.8 % |
| 2024Q3 | 966 | -8 | 197,563,185 | -0.2 % |
| 2024Q2 | 974 | +13 | 198,053,179 | +7.0 % |
| 2024Q1 | 961 | -9 | 185,035,316 | -7.0 % |
| 2023Q4 | 970 | 199,047,160 |
Institutional managers
1,513 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 42,061,676 | 7.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 22,070,945 | 3.8B $ | as of Mar 31, 2026 |
| Capital World Investors | 17,969,182 | 3.1B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 17,370,709 | 3B $ | as of Mar 31, 2026 |
| Capital International Investors | 15,713,853 | 2.7B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 13,404,172 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 11,301,188 | 2B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,976,286 | 1.9M $ | as of Mar 31, 2026 |
| FMR LLC | 10,180,705 | 1.8B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,200,309 | 1.4B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,473,992 | 1.1B $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 6,423,531 | 1.1B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,093,392 | 1.1B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 5,488,537 | 951.6M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,182,517 | 898.9M $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 5,169,119 | 896.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,965,079 | 861.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 4,939,614 | 856.8M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 4,875,857 | 845.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,721,091 | 818.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 4,234,327 | 734.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 4,167,487 | 722.9M $ | as of Mar 31, 2026 |
| Ninety One UK Ltd | 4,029,142 | 698.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,884,778 | 673.8M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 3,704,174 | 642.5M $ | as of Mar 31, 2026 |
Funds holding the debt of Marsh & McLennan Cos Inc
375 funds declare 1,264 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Marsh & McLennan Cos Inc". https://titelia.com/en/stocks/marsh-mclennan-cos-inc-US5717481023