Fund shareholders of Marsh & McLennan Cos Inc
ISIN US5717481023 · United States · LEI 549300XMP3KDCKJXIU47
- Fund shareholders
- 1,012
- Of which ETFs
- 254 758 other funds
- Value held
- 34.8B $ 4.2B SEK · 33.8M €
1,012 funds hold this company. This table lists the 1,010 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 7,720 | 1.3M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 7,708 | 1.3M $ | 1.41 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Dynamisk Strategi Handelsbanken Fonder AB | 7,618 | 12.6M SEK | 0.61 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 7,591 | 1.3M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 7,565 | 1.3M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 7,559 | 1.3M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 7,441 | 12.3M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| AMF Balansfond AMF Fonder AB | 7,389 | 12.2M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 7,377 | 1.3M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC | 7,300 | 1.3M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| MML Blue Chip Growth Fund MML SERIES INVESTMENT FUND | 7,289 | 1.3M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,279 | 1.4M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 7,189 | 1.2M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 7,140 | 1.2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| AQR Multi-Asset Fund AQR Funds | 7,138 | 1.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 6,785 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 6,784 | 1.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 6,782 | 1.1M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 6,755 | 1.2M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust | 6,741 | 1.2M $ | 0.46 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 6,714 | 1.3M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,688 | 1.2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 6,673 | 1.1M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Penn Series Mid Core Value Fund Penn Series Funds Inc | 6,540 | 1.1M $ | 1.75 % | as of Mar 31, 2026 ↗ |
| DEAN EQUITY INCOME FUND Unified Series Trust | 6,525 | 1.1M $ | 1.38 % | as of Mar 31, 2026 ↗ |
| American Century Large Cap Equity ETF American Century ETF Trust | 6,295 | 1.2M $ | 0.43 % | as of Feb 28, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 6,276 | 1.1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 6,271 | 1.1M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Women's Leadership Fund Fidelity Summer Street Trust | 6,105 | 1M $ | 0.60 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 6,096 | 1.1M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| WAYCROSS MANAGED RISK EQUITY FUND Waycross Independent Trust | 6,037 | 1.1M $ | 1.03 % | as of Feb 28, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 6,030 | 10M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Equity Income Series Virtus Variable Insurance Trust | 6,007 | 1M $ | 1.39 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,989 | 1M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 5,949 | 1M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 5,933 | 995K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 5,928 | 1M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 5,913 | 1.1M $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds | 5,837 | 1M $ | 1.11 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 5,827 | 1M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,736 | 1.1M $ | 0.36 % | as of Feb 28, 2026 ↗ |
| NYLI Epoch Capital Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 5,711 | 957.8K $ | 0.72 % | as of Apr 30, 2026 ↗ |
| Horizon Dividend Income ETF Horizon Funds | 5,684 | 1.1M $ | 0.73 % | as of Feb 28, 2026 ↗ |
| CRAWFORD LARGE CAP DIVIDEND FUND Unified Series Trust | 5,650 | 980K $ | 1.72 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 5,587 | 1M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 5,507 | 923.6K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| AST Preservation Asset Allocation Portfolio Advanced Series Trust | 5,500 | 954K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | 5,468 | 948.4K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,458 | 946.7K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Fidelity Value Discovery K6 Fund Fidelity Puritan Trust | 5,450 | 914K $ | 0.82 % | as of Apr 30, 2026 ↗ |
| Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust | 5,412 | 907.6K $ | 0.94 % | as of Apr 30, 2026 ↗ |
| Madison Covered Call ETF Madison ETFs Trust | 5,400 | 936.6K $ | 2.73 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,361 | 929.9K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 5,254 | 881.1K $ | 0.51 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 5,235 | 908K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| PSF Global Portfolio Prudential Series Fund | 5,217 | 904.9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 5,148 | 892.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Multi-Asset Absolute Return Fund John Hancock Funds II | 5,117 | 955.5K $ | 0.32 % | as of Feb 28, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 5,109 | 886.2K $ | 0.49 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,082 | 881.5K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 5,060 | 848.6K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Victory Growth and Tax Strategy Fund Victory Portfolios III | 5,030 | 939.3K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust | 5,000 | 933.7K $ | 1.48 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,975 | 862.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Horizon Managed Risk ETF Horizon Funds | 4,858 | 907.2K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 4,854 | 841.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 4,819 | 899.9K $ | 0.40 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 4,795 | 804.2K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 4,791 | 894.7K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust | 4,788 | 830.5K $ | 0.57 % | as of Mar 31, 2026 ↗ |
| Transamerica Madison Diversified Income VP TRANSAMERICA SERIES TRUST | 4,775 | 828.2K $ | 0.80 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 4,750 | 7.8M SEK | 0.19 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 4,740 | 794.9K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Value ETF iShares Trust | 4,708 | 879.2K $ | 0.32 % | as of Feb 28, 2026 ↗ |
| Scharf Multi-Asset Opportunity Fund Advisors Series Trust | 4,680 | 811.7K $ | 1.68 % | as of Mar 31, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 4,671 | 810.2K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 4,646 | 805.8K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 4,630 | 776.5K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust | 4,605 | 772.3K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Penn Series Large Growth Stock Fund Penn Series Funds Inc | 4,600 | 797.9K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,538 | 847.4K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| First Trust Growth Strength Portfolio First Trust Variable Insurance Trust | 4,479 | 776.9K $ | 1.98 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 4,446 | 830.2K $ | 0.11 % | as of Feb 27, 2026 ↗ |
| Lysa Global Equity Focus Lysa Fonder AB | 4,412 | 7.3M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| Systematic Core Fund VALIC Co I | 4,401 | 821.8K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 4,341 | 752.9K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 4,254 | 737.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 4,212 | 730.6K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 4,140 | 694.3K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 4,033 | 753.1K $ | 0.18 % | as of Feb 28, 2026 ↗ |
| Systematic Growth Fund VALIC Co I | 3,954 | 738.4K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 3,935 | 682.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 3,895 | 6.4M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Sofi Select 500 ETF Tidal Trust I | 3,880 | 724.6K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 3,868 | 648.7K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 3,862 | 669.9K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 3,821 | 6.3M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 3,818 | 713K $ | 0.36 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Select Fund Nuveen Investment Funds, Inc. | 3,796 | 636.6K $ | 1.25 % | as of Apr 30, 2026 ↗ |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 3,755 | 651.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
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 | 8.12 % | as of Feb 28, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 4.59 % | as of Mar 31, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 4.58 % | as of Mar 31, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 4.57 % | as of Mar 31, 2026 ↗ |
| Scharf Global Opportunity ETF Advisors Series Trust | 4.38 % | as of Mar 31, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 4.33 % | as of Feb 28, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 4.28 % | as of Feb 28, 2026 ↗ |
| Value Line Select Growth Fund, Inc. Value Line Select Growth Fund, Inc. | 4.16 % | as of Mar 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 4.00 % | as of Feb 28, 2026 ↗ |
| Torray Equity Income Fund RBB Fund Trust | 3.81 % | as of Feb 28, 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 |
|---|---|---|---|---|
| 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 |
Declared shareholders of Marsh & McLennan Cos Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.52 % | 36,418,783 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Marsh & McLennan Cos Inc
401 funds declare 1,320 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