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MRSH · Marsh & Mclennan Companies, Inc. · Held by Funds

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$192.30 +1.63 (+0.85%) At close · Oct 28 Q3 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$90.67B
Shares
475.51M
Volume · Oct 28 2.4M Avg daily vol (3M) 2.48M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of MRSH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 18.23% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.52% 21,498,361
Index ETFs 13.71% 65,200,226
Active ETFs 0.49% 2,308,642
Active funds 22.57% 107,333,748
Unclassified 1.96% 9,343,385
All registered funds 43.26% 205,684,362
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding MRSH

1,026 fund positions
Fund Balance Value % of Fund Open
Washington Mutual Investors Fund 20,274,269 $3,845,826,087 1.76%
VANGUARD TOTAL STOCK MARKET INDEX FUND 15,297,421 $2,549,621,158 0.11%
VANGUARD 500 INDEX FUND 12,482,888 $2,080,522,943 0.12%
Fidelity 500 Index Fund 6,254,139 $1,187,035,582 0.14%
iShares Core S&P 500 ETF 6,627,181 $1,104,552,257 0.12%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 5,838,857 $973,162,296 0.12%
VANGUARD DIVIDEND GROWTH FUND 4,623,171 $876,969,307 2.47%
VANGUARD VALUE INDEX FUND 4,586,757 $764,474,789 0.30%
MFS Value Fund 3,980,358 $755,471,948 1.64%
VANGUARD EQUITY INCOME FUND 4,076,630 $679,451,922 1.04%
American Funds Fundamental Investors 3,945,082 $657,526,817 0.36%
Investment Co of America 3,787,818 $631,315,626 0.34%
State Street(R) Financial Select Sector SPDR(R) ETF 3,258,686 $543,125,196 1.06%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 2,725,977 $517,090,577 0.40%
American Mutual Fund 2,695,066 $511,227,070 0.43%
Oakmark Select Fund 2,821,300 $470,226,071 5.65%
American Balanced Fund 2,812,857 $468,818,876 0.16%
VANGUARD INSTITUTIONAL INDEX FUND 2,615,514 $435,927,718 0.12%
Columbia Dividend Income Fund 2,506,147 $400,908,336 0.85%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,941,727 $368,326,195 0.37%
Growth Fund of America 2,290,688 $366,441,359 0.10%
Oakmark Fund 2,146,000 $357,673,820 1.49%
Fidelity SAI U.S. Quality Index Fund 1,677,171 $318,142,567 0.89%
Parnassus Core Equity Fund 1,727,755 $287,964,926 1.19%
VANGUARD WINDSOR II FUND 1,496,300 $283,833,147 0.42%
T. Rowe Price Dividend Growth Fund, Inc. 1,683,090 $280,520,610 1.18%
Capital Income Builder 1,378,899 $261,563,351 0.20%
VANGUARD PRIMECAP FUND 1,539,500 $256,588,465 0.27%
THE HARTFORD DIVIDEND AND GROWTH FUND 1,270,944 $241,085,367 1.28%
ClearBridge Dividend Strategy Fund 1,398,600 $233,104,662 2.57%
VANGUARD WELLESLEY INCOME FUND 1,348,402 $224,738,161 0.47%
T. Rowe Price Blue Chip Growth Fund, Inc. 1,325,110 $220,856,084 0.34%
iShares MSCI USA Min Vol Factor ETF 1,130,731 $214,488,363 0.91%
Invesco S&P 500 Equal Weight ETF 1,115,100 $211,523,319 0.22%
Equity Income Fund 1,252,828 $208,808,843 3.24%
Invesco Main Street Fund 1,083,427 $205,515,268 1.78%
Schwab S&P 500 Index Fund 1,075,172 $203,949,377 0.14%
Franklin Rising Dividends Fund 1,210,000 $201,670,700 0.74%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 1,149,395 $191,569,665 0.12%
Washington Mutual Investors Fund 1,148,121 $191,357,327 1.55%
Six Circles U.S. Unconstrained Equity Fund 1,138,500 $189,753,795 0.53%
Strategic Advisers Fidelity U.S. Total Stock Fund 982,911 $186,556,508 0.07%
iShares Core Dividend Growth ETF 958,375 $181,794,154 0.43%
iShares Russell 1000 Value ETF 1,077,160 $179,530,257 0.23%
Capital World Growth & Income Fund 1,098,334 $175,700,490 0.11%
Fidelity Total Market Index Fund 920,456 $174,702,549 0.12%
T. Rowe Price All-Cap Opportunities Fund 990,333 $165,058,801 1.13%
Growth-Income Fund 953,815 $158,972,346 0.35%
Fidelity SAI U.S. Low Volatility Index Fund 814,703 $154,541,012 0.65%
Fidelity Series Value Discovery Fund 775,500 $147,104,595 0.83%
Showing 1–50 of 1,026 positions
Key facts CIK 62709 CUSIP 571748102 13F (30d) 517 filings 501 filers Visit website Investor relations