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 | |
|---|---|---|---|---|
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 3,719 | 6.1M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 3,699 | 641.6K $ | 2.68 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 3,698 | 620.2K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 3,681 | 638.5K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 3,681 | 638.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 3,655 | 634K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,570 | 666.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Gotham Index Plus Fund FundVantage Trust | 3,560 | 617.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 3,500 | 607.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Horizon Defensive Core Fund Horizon Funds | 3,441 | 642.6K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,410 | 636.8K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 3,404 | 635.7K $ | 0.23 % | as of Feb 28, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 3,403 | 5.6M SEK | 0.21 % | as of Mar 31, 2026 ↗ |
| Madison Dividend Value ETF Madison ETFs Trust | 3,399 | 589.6K $ | 0.97 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 3,320 | 5.5M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| ONEASCENT LARGE CAP CORE ETF Unified Series Trust | 3,314 | 618.9K $ | 0.31 % | as of Feb 28, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 3,313 | 574.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 3,266 | 566.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| First Trust Dividend Strength ETF First Trust Exchange-Traded Fund | 3,250 | 563.7K $ | 1.87 % | as of Mar 31, 2026 ↗ |
| Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | 3,234 | 560.9K $ | 1.85 % | as of Mar 31, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 3,202 | 555.4K $ | 2.03 % | as of Mar 31, 2026 ↗ |
| Boston Trust Walden Balanced Fund Boston Trust Walden Funds | 3,190 | 553.3K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,152 | 588.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| iShares MSCI Global Quality Factor ETF iShares Trust | 3,152 | 588.6K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| Steward Values Enhanced Large Cap Fund Steward Funds Inc | 3,122 | 523.6K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 3,082 | 5.1M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| HVIA EQUITY FUND Ultimus Managers Trust | 3,080 | 575.2K $ | 1.07 % | as of Feb 28, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 3,079 | 534.1K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Aptus Large Cap Upside ETF ETF Series Solutions | 3,075 | 515.7K $ | 0.51 % | as of Apr 30, 2026 ↗ |
| Nuveen ESG Large-Cap ETF NuShares ETF Trust | 3,063 | 513.7K $ | 0.90 % | as of Apr 30, 2026 ↗ |
| MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 3,033 | 526.1K $ | 0.42 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 3,031 | 566K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Gotham 1000 Value ETF Tidal Trust I | 2,939 | 509.8K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 2,917 | 506K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| WBI BullBear Value 3000 ETF Absolute Shares Trust | 2,855 | 495.2K $ | 2.15 % | as of Mar 31, 2026 ↗ |
| First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III | 2,825 | 473.8K $ | 0.65 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 2,808 | 487K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 2,798 | 485.3K $ | 0.49 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,782 | 482.5K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 2,778 | 481.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,776 | 465.6K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 2,750 | 461.2K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| US Vegan Climate ETF ETF Series Solutions | 2,749 | 461K $ | 0.30 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 2,724 | 456.8K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,707 | 469.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 2,695 | 467.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 2,679 | 449.3K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,659 | 461.2K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen ESG Dividend ETF NuShares ETF Trust | 2,646 | 443.8K $ | 0.98 % | as of Apr 30, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 2,646 | 443.8K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 2,633 | 441.6K $ | 0.20 % | as of Apr 30, 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 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 2,600 | 451K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| S&P 500 Index Fund SHELTON FUNDS | 2,595 | 484.6K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Global Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 2,595 | 435.2K $ | 1.97 % | as of Apr 30, 2026 ↗ |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 2,594 | 435K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 2,564 | 478.8K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 2,562 | 444.4K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 2,544 | 441.3K $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Nordea Stabil Nordea Funds Ab | 2,498 | 4.2M SEK | 0.32 % | as of Mar 31, 2026 ↗ |
| State Street(R) US Equity Premium Income ETF SSGA Active Trust | 2,479 | 430K $ | 0.79 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 2,441 | 455.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 2,435 | 454.7K $ | 0.16 % | as of Feb 27, 2026 ↗ |
| BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 2,434 | 422.2K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 2,433 | 408K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Rayliant Wilshire NxtGen US Large Cap Equity ETF ADVISORS' INNER CIRCLE III | 2,425 | 420.6K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 2,400 | 416.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,394 | 415.2K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SGI U.S. Large Cap Equity Fund RBB Fund, Inc. | 2,372 | 442.9K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Praxis Impact Large Cap Value ETF Praxis Funds | 2,367 | 410.6K $ | 0.63 % | as of Mar 31, 2026 ↗ |
| Long/Short Equity Portfolio GLENMEDE FUND INC | 2,360 | 395.8K $ | 0.96 % | as of Apr 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 2,285 | 383.2K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 2,258 | 3.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I | 2,242 | 388.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Victory S&P 500 Index Fund Victory Portfolios | 2,238 | 388.2K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 2,232 | 387.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 2,213 | 383.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 2,209 | 383.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,165 | 375.5K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 2,128 | 356.9K $ | 0.33 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 | 2,123 | 356K $ | 0.44 % | as of Apr 30, 2026 ↗ |
| SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS | 2,116 | 367K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Principal Quality ETF Principal Exchange-Traded Funds | 2,108 | 365.6K $ | 1.25 % | as of Mar 31, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 2,098 | 363.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Aptus Drawdown Managed Equity ETF ETF Series Solutions | 2,094 | 351.2K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,087 | 362K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Dynamic Allocation Fund Meeder Funds | 2,069 | 358.9K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,050 | 343.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 2,030 | 340.5K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| AUXIER FOCUS FUND FORUM FUNDS | 2,025 | 351.2K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 2,019 | 350.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 2,007 | 348.1K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,996 | 372.7K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,992 | 372K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 1,985 | 344.3K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 1,972 | 368.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust Capital Strength Hedged Equity Portfolio First Trust Variable Insurance Trust | 1,891 | 328K $ | 1.92 % | as of Mar 31, 2026 ↗ |
| DWS International Opportunities VIP DEUTSCHE DWS VARIABLE SERIES II | 1,884 | 326.8K $ | 1.58 % | as of Mar 31, 2026 ↗ |
| Unusual Whales Subversive Democratic Trading ETF Tidal Trust I | 1,883 | 326.6K $ | 0.14 % | 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