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 | |
|---|---|---|---|---|
| NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust | 1,412 | 235.3K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 1,387 | 231.2K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Global Climate Action Fund John Hancock Investment Trust | 1,382 | 230.3K $ | 3.41 % | as of Jun 30, 2026 ↗ |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,350 | 256.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 1,350 | 216K $ | 0.05 % | as of May 31, 2026 ↗ |
| Brookstone Dividend Stock ETF Northern Lights Fund Trust IV | 1,341 | 214.5K $ | 0.23 % | as of May 31, 2026 ↗ |
| Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,332 | 213.1K $ | 0.10 % | as of May 31, 2026 ↗ |
| AB All Market Total Return Portfolio AB PORTFOLIOS | 1,313 | 218.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 1,291 | 244.9K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,280 | 213.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 1,260 | 239K $ | 0.18 % | as of Jul 31, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 1,257 | 209.5K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 1,254 | 237.9K $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 1,204 | 192.6K $ | 0.26 % | as of May 29, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,196 | 199.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 1,167 | 1.9M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 1,159 | 1.9M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 1,154 | 218.9K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Penn Series Large Cap Growth Fund Penn Series Funds Inc | 1,133 | 188.8K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| WBI BullBear Value 3000 ETF Absolute Shares Trust | 1,081 | 180.2K $ | 0.77 % | as of Jun 30, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 1,074 | 171.8K $ | 0.12 % | as of May 31, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 1,062 | 177K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 1,042 | 173.7K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 1,038 | 196.9K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 1,037 | 165.9K $ | 0.04 % | as of May 31, 2026 ↗ |
| BTS Enhanced Equity Income Fund Northern Lights Fund Trust | 1,033 | 172.2K $ | 1.80 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 1,011 | 191.8K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 967 | 161.2K $ | 0.59 % | as of Jun 30, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 962 | 160.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 904 | 150.7K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Captor Scilla Global Equity Captor Fund Management AB | 897 | 1.5M SEK | 0.26 % | as of Mar 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 854 | 142.3K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 847 | 160.7K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| State Street U.S. Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 845 | 140.8K $ | 0.73 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Total Return Series Delaware VIP Trust | 835 | 139.2K $ | 0.37 % | as of Jun 30, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 815 | 135.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 803 | 1.3M SEK | 0.57 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 791 | 131.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| MFS Global Growth Portfolio MFS VARIABLE INSURANCE TRUST II | 774 | 129K $ | 0.27 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 772 | 146.4K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 769 | 128.2K $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 762 | 144.5K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 759 | 121.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 715 | 135.6K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 683 | 113.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 683 | 113.8K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Growth Fund VALIC Co I | 664 | 106.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 654 | 109K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 644 | 107.3K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 644 | 103K $ | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 637 | 106.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 629 | 104.8K $ | 0.55 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 622 | 103.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 621 | 103.5K $ | 0.87 % | as of Jun 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 606 | 101K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 603 | 96.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 598 | 99.7K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 595 | 99.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 594 | 99K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 585 | 111K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 576 | 96K $ | 0.44 % | as of Jun 30, 2026 ↗ |
| Strategic Alternatives Fund GuideStone Funds | 555 | 92.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Cicero-Optimum US Sector Fund Cicero Fonder AB | 553 | 908.1K SEK | 0.29 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 545 | 103.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 540 | 102.4K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| AAM Brentview Dividend Growth ETF ETF Series Solutions | 513 | 97.3K $ | 1.46 % | as of Jul 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 508 | 84.7K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Transamerica Large Core ESG TRANSAMERICA FUNDS | 499 | 94.7K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 495 | 82.5K $ | 0.87 % | as of Jun 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 493 | 82.2K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Franklin Dividend Growth ETF Franklin Templeton ETF Trust | 485 | 80.8K $ | 1.54 % | as of Jun 30, 2026 ↗ |
| Allspring LT Large Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 476 | 90.3K $ | 1.08 % | as of Jul 31, 2026 ↗ |
| iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust | 471 | 89.3K $ | 1.16 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 467 | 88.6K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 467 | 77.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 448 | 74.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II | 444 | 71K $ | 0.64 % | as of May 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 442 | 730.3K SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 430 | 71.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 424 | 70.7K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| FINANCIALS ULTRASECTOR PROFUND ProFunds | 420 | 79.7K $ | 0.82 % | as of Jul 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 415 | 685.7K SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 406 | 67.7K $ | 0.39 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 405 | 67.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 400 | 75.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 389 | 64.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 384 | 72.8K $ | 0.54 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 381 | 72.3K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 380 | 63.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 374 | 70.9K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 368 | 61.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 365 | 60.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 365 | 60.8K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares Dynamic Short-Term Active ETF BlackRock ETF Trust | 339 | 64.3K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 330 | 52.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| MFS Intrinsic Equity Fund MFS Series Trust VII | 326 | 61.8K $ | 1.27 % | as of Jul 31, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 325 | 52K $ | 0.13 % | as of May 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 310 | 51.7K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| 1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds | 307 | 58.2K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 307 | 51.2K $ | 0.07 % | 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