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 | |
|---|---|---|---|---|
| HVIA EQUITY FUND Ultimus Managers Trust | 3,080 | 492.7K $ | 0.89 % | as of May 31, 2026 ↗ |
| HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 3,059 | 509.8K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Brookstone Growth Stock ETF Northern Lights Fund Trust IV | 2,967 | 474.6K $ | 0.34 % | as of May 31, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 2,917 | 486.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 2,909 | 484.8K $ | 0.69 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Global Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 2,906 | 551.2K $ | 2.10 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 2,886 | 481K $ | 0.42 % | as of Jun 30, 2026 ↗ |
| MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 2,880 | 480K $ | 0.36 % | as of Jun 30, 2026 ↗ |
| US Vegan Climate ETF ETF Series Solutions | 2,846 | 539.9K $ | 0.30 % | as of Jul 31, 2026 ↗ |
| Nuveen ESG Dividend ETF NuShares ETF Trust | 2,834 | 537.6K $ | 1.07 % | as of Jul 31, 2026 ↗ |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 2,817 | 469.5K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 2,813 | 450K $ | 0.06 % | as of May 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 2,808 | 468K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III | 2,749 | 521.5K $ | 0.71 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 2,745 | 520.7K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 2,714 | 514.8K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,707 | 451.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 2,695 | 449.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| AQR Multi-Asset Fund AQR Funds | 2,665 | 444.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 2,636 | 500K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Fidelity Climate Action Fund Fidelity Summer Street Trust | 2,622 | 419.4K $ | 0.72 % | as of May 31, 2026 ↗ |
| Nordic Equities Global Stars Nordic Equities Kapitalförvaltning Aktiebolag | 2,621 | 4.3M SEK | 0.88 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 2,603 | 4.3M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| S&P 500 Index Fund SHELTON FUNDS | 2,595 | 415.1K $ | 0.12 % | as of May 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,583 | 430.5K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 2,562 | 427K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,559 | 426.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,512 | 418.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 2,509 | 475.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Praxis Impact Large Cap Value ETF Praxis Funds | 2,505 | 417.5K $ | 0.55 % | as of Jun 30, 2026 ↗ |
| Nordea Stabil Nordea Funds Ab | 2,498 | 4.2M SEK | 0.32 % | as of Mar 31, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 2,493 | 415.5K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Horizon Core Equity ETF Horizon Funds | 2,479 | 396.6K $ | 0.27 % | as of May 31, 2026 ↗ |
| Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 2,400 | 400K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Long/Short Equity Portfolio GLENMEDE FUND INC | 2,360 | 447.7K $ | 0.99 % | as of Jul 31, 2026 ↗ |
| Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 2,345 | 375.1K $ | 0.12 % | as of May 29, 2026 ↗ |
| Transamerica Large Value Opportunities TRANSAMERICA FUNDS | 2,337 | 443.3K $ | 0.19 % | as of Jul 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 2,313 | 385.5K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS | 2,268 | 378K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust | 2,266 | 377.7K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,265 | 362.3K $ | 0.05 % | as of May 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 2,258 | 3.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Aptus Drawdown Managed Equity ETF ETF Series Solutions | 2,254 | 427.6K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 2,239 | 373.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 2,232 | 372K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 2,209 | 368.2K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 2,203 | 417.9K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 2,197 | 416.7K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Victory S&P 500 Index Fund Victory Portfolios | 2,196 | 366K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 2,189 | 415.2K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Gotham 1000 Value ETF Tidal Trust I | 2,183 | 363.8K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 | 2,123 | 402.7K $ | 0.49 % | as of Jul 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 2,117 | 338.7K $ | 0.12 % | as of May 29, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,060 | 390.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 2,058 | 343K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| AUXIER FOCUS FUND FORUM FUNDS | 2,025 | 337.5K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 2,014 | 382K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| First Trust Capital Strength Hedged Equity Portfolio First Trust Variable Insurance Trust | 2,011 | 335.2K $ | 1.94 % | as of Jun 30, 2026 ↗ |
| State Street(R) US Equity Premium Income ETF SSGA Active Trust | 2,009 | 334.8K $ | 0.73 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,999 | 319.8K $ | 0.07 % | as of May 31, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 1,993 | 332.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,985 | 330.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 1,972 | 315.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 1,942 | 323.7K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 1,929 | 321.5K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| DWS International Opportunities VIP DEUTSCHE DWS VARIABLE SERIES II | 1,924 | 320.7K $ | 1.35 % | as of Jun 30, 2026 ↗ |
| Principal Quality ETF Principal Exchange-Traded Funds | 1,908 | 318K $ | 1.10 % | as of Jun 30, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 1,874 | 312.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 1,868 | 311.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I | 1,866 | 311K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Unusual Whales Subversive Democratic Trading ETF Tidal Trust I | 1,859 | 309.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 1,817 | 344.7K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 1,787 | 3M SEK | 0.22 % | as of Mar 31, 2026 ↗ |
| Zacks All-Cap Core Fund Zacks Trust | 1,780 | 284.7K $ | 0.74 % | as of May 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 1,767 | 2.9M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust | 1,767 | 294.5K $ | 0.42 % | as of Jun 30, 2026 ↗ |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 1,716 | 325.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 1,703 | 323K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 1,681 | 280.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| PROFUND VP FINANCIALS ProFunds | 1,670 | 278.3K $ | 1.03 % | as of Jun 30, 2026 ↗ |
| First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI | 1,647 | 274.5K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 1,626 | 271K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1,624 | 259.8K $ | 0.06 % | as of May 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 1,620 | 270K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Amplify COWS Covered Call ETF Amplify ETF Trust | 1,620 | 270K $ | 1.66 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 1,618 | 269.7K $ | 1.96 % | as of Jun 30, 2026 ↗ |
| Nova Fund Rydex Series Funds | 1,617 | 269.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 1,611 | 268.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Defiance Large Cap ex-Mag 7 ETF Tidal Trust II | 1,609 | 257.4K $ | 0.18 % | as of May 31, 2026 ↗ |
| DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST | 1,600 | 256K $ | 0.25 % | as of May 31, 2026 ↗ |
| State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,579 | 263.2K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,549 | 247.8K $ | 0.03 % | as of May 31, 2026 ↗ |
| BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 1,500 | 240K $ | 0.05 % | as of May 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | 1,493 | 248.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Voya Balanced Income Portfolio Voya Investors Trust | 1,492 | 248.7K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| American Conservative Values ETF ETF Opportunities Trust | 1,488 | 282.3K $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Horizon Equity Premium Income Fund Horizon Funds | 1,437 | 229.9K $ | 0.14 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 1,424 | 237.3K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 1,421 | 269.5K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Gotham Large Value Fund FundVantage Trust | 1,420 | 236.7K $ | 0.75 % | 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