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 | |
|---|---|---|---|---|
| Horizon Managed Risk ETF Horizon Funds | 6,586 | 1.1M $ | 0.27 % | as of May 31, 2026 ↗ |
| American Century Large Cap Equity ETF American Century ETF Trust | 6,483 | 1M $ | 0.34 % | as of May 31, 2026 ↗ |
| Systematic Growth Fund VALIC Co I | 6,477 | 1M $ | 0.10 % | as of May 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 6,276 | 1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 6,208 | 993.1K $ | 0.06 % | as of May 31, 2026 ↗ |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 6,199 | 1M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Fidelity Women's Leadership Fund Fidelity Summer Street Trust | 6,105 | 1.2M $ | 0.64 % | as of Jul 31, 2026 ↗ |
| Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust | 6,081 | 1M $ | 0.39 % | as of Jun 30, 2026 ↗ |
| WAYCROSS MANAGED RISK EQUITY FUND Waycross Independent Trust | 6,037 | 965.7K $ | 0.86 % | as of May 31, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 6,030 | 10M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 6,006 | 1M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 5,990 | 958.2K $ | 0.17 % | as of May 31, 2026 ↗ |
| Penn Series Large Growth Stock Fund Penn Series Funds Inc | 5,962 | 993.7K $ | 0.27 % | as of Jun 30, 2026 ↗ |
| U.S. Socially Responsible Fund VALIC Co I | 5,949 | 951.7K $ | 0.23 % | as of May 31, 2026 ↗ |
| Penn Series Mid Core Value Fund Penn Series Funds Inc | 5,898 | 983K $ | 1.46 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 5,896 | 982.7K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Equity Income Series Virtus Variable Insurance Trust | 5,876 | 979.4K $ | 1.21 % | as of Jun 30, 2026 ↗ |
| DEAN EQUITY INCOME FUND Unified Series Trust | 5,804 | 967.4K $ | 1.28 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,750 | 958.4K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,736 | 917.6K $ | 0.24 % | as of May 31, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 5,616 | 936K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 5,546 | 924.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| NYLIM Epoch Capital Growth Fund NYLIM FUNDS TRUST | 5,531 | 1M $ | 0.79 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Value ETF iShares Trust | 5,519 | 882.9K $ | 0.26 % | as of May 31, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 5,424 | 904K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Madison Covered Call ETF Madison ETFs Trust | 5,400 | 900K $ | 2.82 % | as of Jun 30, 2026 ↗ |
| MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND | 5,389 | 898.2K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Multi-Asset Absolute Return Fund John Hancock Funds II | 5,287 | 845.8K $ | 0.32 % | as of May 31, 2026 ↗ |
| LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,278 | 879.7K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 5,233 | 872.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 5,227 | 836.2K $ | 0.20 % | as of May 31, 2026 ↗ |
| Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds | 5,206 | 867.7K $ | 0.87 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 5,202 | 986.8K $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Fidelity Value Discovery K6 Fund Fidelity Puritan Trust | 5,158 | 978.4K $ | 0.84 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 5,142 | 822.6K $ | 0.04 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,082 | 847K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 5,038 | 839.7K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Victory Growth and Tax Strategy Fund Victory Portfolios III | 5,030 | 804.6K $ | 0.09 % | as of May 31, 2026 ↗ |
| BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust | 5,000 | 799.9K $ | 1.29 % | as of May 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 4,959 | 940.7K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,889 | 782.1K $ | 0.09 % | as of May 31, 2026 ↗ |
| NYLIM Candriam U.S. Large Cap Equity ETF NYLIM ETF Trust | 4,809 | 912.2K $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust | 4,788 | 798K $ | 0.55 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 4,785 | 797.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| First Trust Growth Strength Portfolio First Trust Variable Insurance Trust | 4,777 | 796.2K $ | 1.85 % | as of Jun 30, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 4,750 | 7.8M SEK | 0.19 % | as of Mar 31, 2026 ↗ |
| MoA Large Cap Value Index Fund MoA Funds Corp | 4,745 | 790.8K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 4,725 | 755.9K $ | 0.33 % | as of May 31, 2026 ↗ |
| Scharf Multi-Asset Opportunity Fund Advisors Series Trust | 4,680 | 780K $ | 1.64 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 4,672 | 886.2K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 4,671 | 778.5K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Transamerica Madison Diversified Income VP TRANSAMERICA SERIES TRUST | 4,650 | 775K $ | 0.78 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,650 | 775K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 4,646 | 774.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| SFT T. Rowe Price Value Fund Securian Funds Trust | 4,583 | 763.8K $ | 0.35 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 4,582 | 869.2K $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 4,574 | 731.7K $ | 0.09 % | as of May 29, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 4,568 | 761.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Lysa Global Equity Focus Lysa Fonder AB | 4,412 | 7.3M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 4,410 | 705.5K $ | 0.37 % | as of May 31, 2026 ↗ |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 4,337 | 722.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 4,290 | 813.8K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Janus Henderson U.S. Dividend Income Fund Janus Investment Fund | 4,245 | 707.5K $ | 0.99 % | as of Jun 30, 2026 ↗ |
| ALPS Equal Sector Weight ETF ALPS ETF TRUST | 4,190 | 670.3K $ | 0.05 % | as of May 31, 2026 ↗ |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 4,161 | 693.5K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 4,113 | 685.5K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,060 | 676.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 4,049 | 768.1K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 4,033 | 645.2K $ | 0.14 % | as of May 31, 2026 ↗ |
| Sofi Select 500 ETF Tidal Trust I | 3,924 | 627.7K $ | 0.09 % | as of May 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 3,895 | 6.4M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 3,875 | 645.8K $ | 2.35 % | as of Jun 30, 2026 ↗ |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 3,849 | 641.5K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 3,821 | 6.3M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 3,719 | 6.1M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | 3,684 | 614K $ | 1.70 % | as of Jun 30, 2026 ↗ |
| AQR Global Fund AQR Funds | 3,675 | 612.5K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 3,664 | 586.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 3,661 | 610.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 3,656 | 584.9K $ | 0.10 % | as of May 31, 2026 ↗ |
| Aptus Large Cap Upside ETF ETF Series Solutions | 3,626 | 687.8K $ | 0.59 % | as of Jul 31, 2026 ↗ |
| Nuveen ESG Large-Cap ETF NuShares ETF Trust | 3,609 | 684.6K $ | 0.97 % | as of Jul 31, 2026 ↗ |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 3,608 | 577.2K $ | 0.07 % | as of May 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,555 | 568.7K $ | 0.03 % | as of May 31, 2026 ↗ |
| Horizon Defensive Core Fund Horizon Funds | 3,552 | 568.2K $ | 0.11 % | as of May 31, 2026 ↗ |
| ONEASCENT LARGE CAP CORE ETF Unified Series Trust | 3,509 | 561.3K $ | 0.23 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 3,450 | 654.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI Global Quality Factor ETF iShares Trust | 3,446 | 551.3K $ | 0.21 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 3,433 | 572.2K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 3,403 | 5.6M SEK | 0.21 % | as of Mar 31, 2026 ↗ |
| Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 3,352 | 635.8K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust | 3,333 | 555.5K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 3,320 | 5.5M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Gotham Index Plus Fund FundVantage Trust | 3,308 | 551.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 3,249 | 541.5K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 3,238 | 518K $ | 0.19 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 3,206 | 534.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Boston Trust Walden Balanced Fund Boston Trust Walden Funds | 3,190 | 531.7K $ | 0.37 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Large Cap Fund Steward Funds Inc | 3,122 | 592.2K $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 3,082 | 5.1M SEK | 0.18 % | as of Mar 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