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Funds Holding Marsh & McLennan Companies Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Marsh & McLennan Companies Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of MRSH →
Funds holding
200
as of 2026-07-31
Reported value
$11.3B
summed across funds
Fund families
93
named trusts
Largest conviction
3.41%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
PACE Large Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST143.8K sh$27.3M3.41%
VANGUARD DIVIDEND GROWTH FUNDVANGUARD SPECIALIZED FUNDS4.6M sh$877M2.47%
VANGUARD ADVICE SELECT DIVIDEND GROWTH FUNDVANGUARD WHITEHALL FUNDS136.6K sh$25.9M2.29%
T. Rowe Price Global Equity ETFT. Rowe Price Exchange-Traded Funds, Inc.2.9K sh$551.2K2.10%
FT Vest Growth Strength & Target Income ETFFirst Trust Exchange-Traded Fund IV222 sh$42.1K2.03%
Hennessy Cornerstone Large Growth FundHennessy Funds Trust14.3K sh$2.7M1.89%
Running Oak Efficient Growth ETFStrategic Trust40.3K sh$7.6M1.84%
Capital Group U.S. Equity FundCapital Group U.S. Equity Fund40.1K sh$7.6M1.79%
Invesco Main Street FundAIM Equity Funds (Invesco Equity Funds)1.1M sh$205.5M1.78%
Washington Mutual Investors FundWashington Mutual Investors Fund20.3M sh$3.8B1.76%
ClearBridge Large Cap Value FundLegg Mason Partners Investment Trust218.6K sh$41.5M1.71%
Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust16K sh$3M1.69%
CresAlta Global Dividend ETFElevation Series Trust12K sh$2.3M1.65%
NYLIM WMC Value FundNYLIM FUNDS77.9K sh$14.8M1.64%
Nuveen Dividend Growth FundNuveen Investment Trust II539.7K sh$102.4M1.61%
AAM Brentview Dividend Growth ETFETF Series Solutions513 sh$97.3K1.46%
T. Rowe Price Global Value Equity FundT. ROWE PRICE GLOBAL FUNDS, INC.22.5K sh$4.3M1.43%
THE HARTFORD EQUITY INCOME FUNDHARTFORD MUTUAL FUNDS, INC365.1K sh$69.3M1.41%
iShares U.S. Financials ETFiShares Trust325.6K sh$61.8M1.39%
Invesco S&P 500 Equal Weight Financials ETFInvesco Exchange-Traded Fund Trust21.9K sh$4.2M1.36%
THE HARTFORD DIVIDEND AND GROWTH FUNDHARTFORD MUTUAL FUNDS, INC1.3M sh$241.1M1.28%
MFS Intrinsic Equity FundMFS Series Trust VII326 sh$61.8K1.27%
Altrius Global Dividend ETFEA Series Trust1.4K sh$270.7K1.26%
ClearBridge Value FundLegg Mason Global Asset Management Trust275K sh$52.2M1.22%
iShares ESG Optimized MSCI USA Min Vol Factor ETFiShares Trust471 sh$89.3K1.16%
Invesco Diversified Dividend FundAIM Equity Funds (Invesco Equity Funds)646.6K sh$122.6M1.16%
ClearBridge Appreciation FundLegg Mason Partners Investment Trust590.3K sh$112M1.15%
Allspring LT Large Core ETFALLSPRING EXCHANGE-TRADED FUNDS TRUST476 sh$90.3K1.08%
Nuveen ESG Dividend ETFNuShares ETF Trust2.8K sh$537.6K1.07%
NYLIM Balanced FundNYLIM FUNDS TRUST24.6K sh$4.7M1.04%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST126.5K sh$24M1.01%
Invesco Diversified Dividend Opportunities ETFInvesco Actively Managed Exchange-Traded Fund Trust144 sh$27.3K1.01%
Nuveen ESG Large-Cap Value ETFNuShares ETF Trust115.8K sh$22M1.00%
Invesco Dividend Income FundAIM Sector Funds (Invesco Sector Funds)198.4K sh$37.6M0.98%
Nuveen Large Cap Value FundTIAA-CREF Funds336.6K sh$63.8M0.97%
Nuveen ESG Large-Cap ETFNuShares ETF Trust3.6K sh$684.6K0.97%
Invesco Rising Dividends FundAIM Equity Funds (Invesco Equity Funds)177.3K sh$33.6M0.97%
Columbia U.S. Equity Income ETFColumbia ETF Trust I15.5K sh$2.9M0.96%
Columbia Research Enhanced Value ETFColumbia ETF Trust I16.6K sh$3.1M0.94%
Fidelity Equity-Income FundFidelity Devonshire Trust573.2K sh$108.7M0.91%
iShares MSCI USA Min Vol Factor ETFiShares Trust1.1M sh$214.5M0.91%
Fidelity Equity-Income K6 FundFidelity Devonshire Trust24.1K sh$4.6M0.91%
Fidelity SAI U.S. Quality Index FundFidelity Salem Street Trust1.7M sh$318.1M0.89%
Fidelity Blue Chip Value ETFFidelity Covington Trust7.9K sh$1.5M0.85%
Fidelity Value Discovery FundFidelity Puritan Trust186.4K sh$35.4M0.85%
Fidelity Value Discovery K6 FundFidelity Puritan Trust5.2K sh$978.4K0.84%
Fidelity Series Value Discovery FundFidelity Devonshire Trust775.5K sh$147.1M0.83%
FINANCIALS ULTRASECTOR PROFUNDProFunds420 sh$79.7K0.82%
NYLIM Epoch Capital Growth FundNYLIM FUNDS TRUST5.5K sh$1M0.78%
iShares Morningstar Mid-Cap Value ETFiShares Trust46.6K sh$8.8M0.78%
Columbia Disciplined Value FundColumbia Funds Series Trust II8.7K sh$1.7M0.77%
Direxion Daily Financial Bull 3X SharesDirexion Shares ETF Trust94.9K sh$18M0.77%
LORD ABBETT AFFILIATED FUND INCLORD ABBETT AFFILIATED FUND INC269.1K sh$51M0.75%
Pacer S&P 500 Quality FCF High Dividend ETFPacer Funds Trust20 sh$3.8K0.69%
VOYA Global High Dividend Low Volatility FundVoya Mutual Funds10.3K sh$2M0.68%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust814.7K sh$154.5M0.65%
Fidelity Women's Leadership FundFidelity Summer Street Trust6.1K sh$1.2M0.64%
THE HARTFORD BALANCED INCOME FUNDHARTFORD MUTUAL FUNDS, INC371.6K sh$70.5M0.64%
iShares Morningstar Mid-Cap ETFiShares Trust53.9K sh$10.2M0.62%
American Funds Global Insight FundAmerican Funds Global Insight Fund681.3K sh$129.2M0.60%
Aptus Large Cap Upside ETFETF Series Solutions3.6K sh$687.8K0.59%
1290 SmartBeta Equity Fund1290 Funds8.4K sh$1.6M0.55%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust384 sh$72.8K0.54%
Fidelity Low Volatility Factor ETFFidelity Covington Trust40.7K sh$7.7M0.54%
Nuveen Large Cap Responsible Equity FundTIAA-CREF Funds166.8K sh$31.6M0.54%
American Beacon Large Cap Value FundAMERICAN BEACON FUNDS81.2K sh$15.4M0.52%
THE HARTFORD CAPITAL APPRECIATION FUNDHARTFORD MUTUAL FUNDS, INC166.1K sh$31.5M0.52%
iShares Dynamic Equity Active ETFBlackRock ETF Trust79.7K sh$15.1M0.50%
PGIM Jennison Rising Dividend FundPrudential Investment Portfolios 52.1K sh$402.7K0.49%
Columbia Research Enhanced Core ETFColumbia ETF Trust I146.4K sh$27.8M0.48%
iShares Morningstar Mid-Cap Growth ETFiShares Trust95.4K sh$18.1M0.46%
Schwab Core Equity FundSCHWAB CAPITAL TRUST34.7K sh$6.6M0.44%
American Mutual FundAmerican Mutual Fund2.7M sh$511.2M0.43%
iShares Core Dividend Growth ETFiShares Trust958.4K sh$181.8M0.43%
VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS1.5M sh$283.8M0.42%
Large Cap Equity FundAmerican Century Mutual Funds, Inc.65K sh$12.3M0.41%
Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust96.8K sh$18.4M0.40%
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS2.7M sh$517.1M0.40%
Fidelity Low-Priced Stock FundFidelity Puritan Trust514.8K sh$97.7M0.39%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust166.3K sh$31.6M0.38%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST16.2K sh$3.1M0.38%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.9M sh$368.3M0.37%
Morningstar U.S. Equity FundMorningstar Funds Trust34K sh$6.4M0.34%
Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust8.6K sh$1.6M0.33%
Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust49.3K sh$9.4M0.33%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust13.7K sh$2.6M0.33%
Column Mid Cap FundTrust for Professional Managers19.1K sh$3.6M0.32%
PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds78K sh$14.8M0.32%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST11.4K sh$2.2M0.31%
MFS Global Growth FundMFS Series Trust VIII13.2K sh$2.5M0.31%
LARGE-CAP VALUE PROFUNDProFunds85 sh$16.1K0.31%
US Vegan Climate ETFETF Series Solutions2.8K sh$539.9K0.30%
Green Century Equity FundGREEN CENTURY FUNDS12.7K sh$2.4M0.30%
iShares Core Dividend ETFiShares Trust26.8K sh$5.1M0.30%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust4.8K sh$912.2K0.28%
iShares MSCI USA Quality Factor ETFiShares Trust675.7K sh$128.2M0.28%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust83.4K sh$15.8M0.27%
iShares ESG MSCI KLD 400 ETFiShares Trust74.2K sh$14.1M0.26%
Balanced FundAmerican Century Mutual Funds, Inc.12.1K sh$2.3M0.25%
Dimensional US Large Cap Vector ETFDimensional ETF Trust6.9K sh$1.3M0.25%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust162.8K sh$30.9M0.25%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust190.6K sh$36.1M0.25%
Nuveen Large Cap Value Index FundTIAA-CREF Funds176.4K sh$33.5M0.25%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST14.8K sh$2.8M0.25%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust14.9K sh$2.8M0.24%
Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL10.7K sh$2M0.23%
BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.206K sh$39.1M0.23%
Fidelity Growth and Income PortfolioFidelity Securities Fund173.3K sh$32.9M0.22%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.1M sh$211.5M0.22%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST1.3K sh$237.9K0.22%
T. Rowe Price Global Growth Stock FundT. ROWE PRICE INTERNATIONAL FUNDS, INC.9.8K sh$1.9M0.21%
iShares ESG Optimized MSCI USA ETFiShares Trust43.5K sh$8.3M0.20%
iShares MSCI USA Size Factor ETFiShares Trust4.6K sh$869.2K0.20%
Capital Income BuilderCapital Income Builder1.4M sh$261.6M0.20%
Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS2.3K sh$443.3K0.19%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds44.7K sh$8.5M0.19%
SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST13.1K sh$2.5M0.19%
American Conservative Values ETFETF Opportunities Trust1.5K sh$282.3K0.19%
Steward Values Enhanced Large Cap FundSteward Funds Inc3.1K sh$592.2K0.18%
FlexShares STOXX US ESG Select Index FundFlexShares Trust1.3K sh$239K0.18%
Dimensional US Vector Equity ETFDimensional ETF Trust5.2K sh$986.8K0.18%
T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.8.1K sh$1.5M0.18%
iShares Morningstar Value ETFiShares Trust11.4K sh$2.2M0.16%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS11.1K sh$2.1M0.16%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust8.8K sh$1.7M0.16%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II13.1K sh$2.5M0.16%
Global Equity FundRUSSELL INVESTMENT CO32.9K sh$6.2M0.16%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I2.6K sh$500K0.15%
Aptus Collared Investment Opportunity ETFETF Series Solutions18.5K sh$3.5M0.15%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS62 sh$11.8K0.15%
Aptus Drawdown Managed Equity ETFETF Series Solutions2.3K sh$427.6K0.15%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust540 sh$102.4K0.15%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST100.5K sh$19.1M0.14%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust2.7K sh$514.8K0.14%
E*TRADE No Fee Large Cap Index FundE Trade Trust1K sh$191.8K0.14%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III2.7K sh$520.7K0.14%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS24.5K sh$4.6M0.14%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust24.5K sh$4.6M0.14%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust17.1K sh$3.2M0.14%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS374 sh$70.9K0.14%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS36 sh$6.8K0.14%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust140.9K sh$26.7M0.14%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC107K sh$20.3M0.14%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.1M sh$203.9M0.14%
LargeCap S&P 500 Index FundPrincipal Funds, Inc99.3K sh$18.8M0.14%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.19.9K sh$3.8M0.14%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST15.8K sh$3M0.14%
Multi-Strategy Income FundRUSSELL INVESTMENT CO2.2K sh$416.7K0.14%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.9K sh$363.4K0.14%
Nuveen S&P 500 Index FundTIAA-CREF Funds100.6K sh$19.1M0.14%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.9.9K sh$1.9M0.14%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST24.2K sh$4.6M0.14%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust137.7K sh$26.1M0.14%
Victory 500 Index FundVictory Portfolios III112.8K sh$21.4M0.14%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust40.2K sh$7.6M0.14%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust64.8K sh$12.3M0.14%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS467 sh$88.6K0.14%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS26 sh$4.9K0.14%
iShares Morningstar U.S. Equity ETFiShares Trust9.1K sh$1.7M0.14%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC60.4K sh$11.5M0.14%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust2K sh$382K0.13%
E*TRADE No Fee Total Market Index FundE Trade Trust772 sh$146.4K0.13%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL129.3K sh$24.5M0.13%
Wilmington Global Alpha Equities FundWilmington Funds1.7K sh$323K0.13%
iShares Dow Jones U.S. ETFiShares Trust20.6K sh$3.9M0.13%
Wilmington Large-Cap Strategy FundWilmington Funds4.3K sh$813.8K0.13%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC286.6K sh$54.4M0.13%
Schwab 1000 Index FundSCHWAB INVESTMENTS153.3K sh$29.1M0.13%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.8K sh$344.7K0.13%
Column Mid Cap Select FundTrust for Professional Managers22.4K sh$4.3M0.13%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust11.6K sh$2.2M0.13%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust65.9K sh$12.5M0.13%
iShares Total U.S. Stock Market Index FundBlackRock Funds31.7K sh$6M0.13%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust262.3K sh$49.7M0.13%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST292.1K sh$55.4M0.13%
Nuveen Equity Index FundTIAA-CREF Funds397.4K sh$75.4M0.13%
Dimensional U.S. Equity Market ETFDimensional ETF Trust135.1K sh$25.6M0.12%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17K sh$3.2M0.12%
Dimensional US Core Equity Market ETFDimensional ETF Trust79K sh$15M0.12%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust74 sh$14K0.12%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust296.9K sh$56.3M0.12%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust381 sh$72.3K0.11%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust3.4K sh$635.8K0.11%
ULTRABULL PROFUNDProFunds1K sh$196.9K0.11%
iShares MSCI Kokusai ETFiShares Trust1.4K sh$269.5K0.11%
iShares Morningstar Growth ETFiShares Trust17.5K sh$3.3M0.11%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust37.7K sh$7.1M0.11%
AMT Diversified Equity FundADVISER MANAGED TRUST2.2K sh$417.9K0.10%
Dimensional US Core Equity 1 ETFDimensional ETF Trust17.7K sh$3.4M0.10%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.1K sh$2.5M0.10%
JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust168 sh$31.9K0.10%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc3.6K sh$682.7K0.09%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust10.6K sh$2M0.09%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC183.7K sh$34.8M0.09%
iShares MSCI ACWI ETFiShares Trust153.9K sh$29.2M0.09%
Vox Populi ETFAdvisors Series Trust27 sh$5.1K0.09%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC24.7K sh$4.7M0.08%
iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust5K sh$940.7K0.08%
BULL PROFUNDProFunds227 sh$43.1K0.08%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust6.6K sh$1.3M0.08%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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