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 | |
|---|---|---|---|---|
| HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 1,865 | 323.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 1,849 | 320.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 1,813 | 304.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,792 | 334.6K $ | 0.15 % | as of Feb 27, 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 | 332.4K $ | 0.95 % | as of Feb 28, 2026 ↗ |
| PROFUND VP FINANCIALS ProFunds | 1,776 | 308K $ | 1.18 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 1,767 | 2.9M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST | 1,750 | 326.8K $ | 0.34 % | as of Feb 28, 2026 ↗ |
| Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 1,722 | 288.8K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,712 | 287.1K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 1,708 | 319K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 1,654 | 286.9K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1,624 | 303.3K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 1,624 | 272.4K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 1,618 | 280.6K $ | 2.24 % | as of Mar 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 1,611 | 279.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,600 | 277.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Horizon Core Equity ETF Horizon Funds | 1,593 | 297.5K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,579 | 273.9K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 1,578 | 273.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 1,540 | 267.1K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Voya Balanced Income Portfolio Voya Investors Trust | 1,538 | 266.8K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 1,500 | 280.1K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Amplify COWS Covered Call ETF Amplify ETF Trust | 1,491 | 258.6K $ | 1.78 % | as of Mar 31, 2026 ↗ |
| American Conservative Values ETF ETF Opportunities Trust | 1,488 | 249.6K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 1,443 | 250.3K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 1,427 | 247.5K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 1,421 | 238.3K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Gotham Large Value Fund FundVantage Trust | 1,420 | 246.3K $ | 0.78 % | as of Mar 31, 2026 ↗ |
| Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,393 | 260.1K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Horizon Equity Premium Income Fund Horizon Funds | 1,381 | 257.9K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Nova Fund Rydex Series Funds | 1,371 | 237.8K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 1,353 | 234.7K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 1,353 | 226.9K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 1,350 | 252.1K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 1,333 | 223.6K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 1,327 | 222.6K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| BlackRock Managed Income Fund BlackRock Funds II | 1,318 | 228.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | 1,312 | 227.6K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI | 1,310 | 227.2K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,309 | 244.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| AB All Market Total Return Portfolio AB PORTFOLIOS | 1,303 | 243.3K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 1,293 | 224.3K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,290 | 223.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Climate Action Fund Fidelity Summer Street Trust | 1,235 | 230.6K $ | 0.48 % | as of Feb 28, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 1,230 | 229.7K $ | 0.31 % | as of Feb 27, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 1,167 | 1.9M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 1,162 | 217K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 1,159 | 1.9M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| Penn Series Large Cap Growth Fund Penn Series Funds Inc | 1,151 | 199.6K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Global Climate Action Fund John Hancock Investment Trust | 1,114 | 193.2K $ | 3.12 % | as of Mar 31, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 1,113 | 207.8K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 1,101 | 191K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 1,081 | 187.5K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 1,060 | 197.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Amplify AI Powered Equity ETF Amplify ETF Trust | 1,043 | 180.9K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 1,015 | 170.2K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 982 | 170.3K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 973 | 181.7K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 969 | 168.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 969 | 162.5K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 964 | 167.2K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 959 | 166.3K $ | 0.87 % | as of Mar 31, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 912 | 158.2K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Captor Scilla Global Equity Captor Fund Management AB | 897 | 1.5M SEK | 0.26 % | as of Mar 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 894 | 155.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Crossmark Large Cap Value ETF Crossmark ETF Trust | 886 | 148.6K $ | 1.00 % | as of Apr 30, 2026 ↗ |
| Growth Fund VALIC Co I | 878 | 164K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| State Street U.S. Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 873 | 151.4K $ | 0.85 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 870 | 145.9K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Nomura VIP Total Return Series Delaware VIP Trust | 835 | 144.8K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| AQR Global Equity Fund AQR Funds | 832 | 144.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Horizon Expedition Plus ETF Horizon Funds | 824 | 153.9K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 803 | 1.3M SEK | 0.57 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 769 | 133.4K $ | 0.58 % | as of Mar 31, 2026 ↗ |
| MFS Global Growth Portfolio MFS VARIABLE INSURANCE TRUST II | 768 | 133.2K $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 762 | 127.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 752 | 130.4K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 715 | 119.9K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 710 | 123.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 683 | 118.5K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 666 | 111.7K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 649 | 121.2K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 643 | 111.5K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 622 | 107.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 621 | 104.1K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 612 | 106.2K $ | 0.30 % | as of Mar 31, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 608 | 105.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 603 | 112.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 594 | 103K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 589 | 98.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 587 | 101.8K $ | 0.54 % | as of Mar 31, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 576 | 99.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Alternatives Fund GuideStone Funds | 555 | 96.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Cicero-Optimum US Sector Fund Cicero Fonder AB | 553 | 908.1K SEK | 0.29 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 548 | 95.1K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 546 | 102K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 532 | 92.3K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 530 | 91.9K $ | 0.43 % | 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