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 | |
|---|---|---|---|---|
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 11,936 | 2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| LVIP ClearBridge Large Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,845 | 2M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Disciplined U.S. Equity Portfolio GLENMEDE FUND INC | 11,643 | 2.2M $ | 0.51 % | as of Jul 31, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 11,602 | 2.2M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 11,395 | 2.2M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 11,390 | 2.2M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 11,331 | 1.8M $ | 0.20 % | as of May 31, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 11,276 | 1.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 11,196 | 1.9M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Impax Global Opportunities Fund IMPAX FUNDS SERIES TRUST I | 11,156 | 1.9M $ | 1.93 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 11,131 | 2.1M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 11,113 | 1.9M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 11,049 | 2.1M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,919 | 1.8M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 10,751 | 1.8M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 10,745 | 2M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 10,700 | 1.8M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 10,637 | 1.8M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 10,627 | 1.7M $ | 0.07 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 10,586 | 2M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| 1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust | 10,571 | 1.8M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 10,325 | 1.7M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 10,299 | 2M $ | 0.68 % | as of Jul 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 10,236 | 1.7M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| ProShares Large Cap Core Plus ProShares Trust | 10,216 | 1.6M $ | 0.31 % | as of May 31, 2026 ↗ |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 10,150 | 1.6M $ | 0.28 % | as of May 31, 2026 ↗ |
| U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,072 | 1.9M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 9,886 | 1.9M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 9,810 | 1.9M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 9,500 | 1.5M $ | 0.10 % | as of May 31, 2026 ↗ |
| Madison Dividend Income Fund MADISON FUNDS | 9,450 | 1.8M $ | 1.98 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 9,419 | 1.6M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 9,356 | 1.5M $ | 0.42 % | as of May 31, 2026 ↗ |
| MML VIP T. Rowe Price Blue Chip Growth Fund MML SERIES INVESTMENT FUND | 9,307 | 1.6M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 9,267 | 1.5M $ | 0.17 % | as of May 31, 2026 ↗ |
| EQ/ClearBridge Large Cap Growth ESG Portfolio EQ Advisors Trust | 9,196 | 1.5M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 9,187 | 1.5M $ | 0.34 % | as of May 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,146 | 1.5M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 9,142 | 1.7M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 9,051 | 1.5M $ | 0.37 % | as of Jun 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 9,049 | 1.4M $ | 0.21 % | as of May 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 9,000 | 14.9M SEK | 0.16 % | as of Mar 31, 2026 ↗ |
| The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | 9,000 | 1.5M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 9,000 | 1.5M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| AB US Low Volatility Equity ETF AB Active ETFs, Inc. | 8,958 | 1.4M $ | 0.70 % | as of May 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 8,951 | 1.5M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 8,900 | 1.5M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 8,889 | 1.5M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 8,860 | 1.5M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD GLOBAL WELLESLEY INCOME FUND VANGUARD WORLD FUND | 8,835 | 1.4M $ | 0.19 % | as of May 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 8,750 | 1.7M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Columbia Disciplined Value Fund Columbia Funds Series Trust II | 8,699 | 1.7M $ | 0.77 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 8,692 | 1.4M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 8,609 | 1.6M $ | 0.33 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 8,551 | 1.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 8,405 | 1.4M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 8,392 | 1.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 SmartBeta Equity Fund 1290 Funds | 8,371 | 1.6M $ | 0.55 % | as of Jul 31, 2026 ↗ |
| Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 8,332 | 1.6M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 8,307 | 1.4M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 8,301 | 1.3M $ | 0.12 % | as of May 31, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 8,290 | 1.3M $ | 0.16 % | as of May 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 8,239 | 1.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 8,225 | 1.3M $ | 0.10 % | as of May 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 8,208 | 1.4M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 8,201 | 1.4M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 8,121 | 1.5M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,093 | 1.3M $ | 0.10 % | as of May 31, 2026 ↗ |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 8,089 | 1.3M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 8,055 | 1.5M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 8,039 | 1.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 7,949 | 1.5M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Blue Chip Value ETF Fidelity Covington Trust | 7,931 | 1.5M $ | 0.85 % | as of Jul 31, 2026 ↗ |
| Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 7,913 | 1.3M $ | 0.22 % | as of May 29, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 7,886 | 1.3M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 7,827 | 1.3M $ | 0.03 % | as of May 31, 2026 ↗ |
| Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust | 7,739 | 1.3M $ | 0.71 % | as of Jun 30, 2026 ↗ |
| Allspring VT Opportunity Fund Allspring VARIABLE TRUST | 7,732 | 1.3M $ | 0.80 % | as of Jun 30, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 7,708 | 1.3M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Dynamisk Strategi Handelsbanken Fonder AB | 7,618 | 12.6M SEK | 0.61 % | as of Mar 31, 2026 ↗ |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 7,565 | 1.4M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 7,561 | 1.4M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 7,441 | 12.3M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 7,440 | 1.2M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| AMF Balansfond AMF Fonder AB | 7,389 | 12.2M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 7,335 | 1.2M $ | 0.05 % | as of May 31, 2026 ↗ |
| VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC | 7,300 | 1.2M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 7,268 | 1.2M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| NYLIM VP American Century Large Cap Equity Portfolio NYLIM VP FUNDS TRUST | 7,240 | 1.2M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Horizon Dividend Income ETF Horizon Funds | 7,234 | 1.2M $ | 0.75 % | as of May 31, 2026 ↗ |
| AB CORE OPPORTUNITIES FUND, INC. AB CORE OPPORTUNITIES FUND, INC. | 7,218 | 1.2M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 7,189 | 1.2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 7,084 | 1.2M $ | 0.42 % | as of Jun 30, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 7,058 | 1.2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 6,923 | 1.3M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust | 6,796 | 1.1M $ | 0.33 % | as of May 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 6,740 | 1.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 6,640 | 1.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,634 | 1.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust | 6,620 | 1.3M $ | 0.08 % | as of Jul 31, 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