As of the latest SEC filings, MARSH & MCLENNAN COMPANIES, INC. (MRSH) is held by 956 institutional funds. The largest fund shareholder is Washington Mutual Investors Fund (CWMAX), holding an estimated $3,359,829,353.86 in market value, representing 1.57% of its portfolio.
Funds holding MARSH & MCLENNAN COMPANIES, INC. (MRSH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MRSH
- CIK:
- 0000062709
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 1.57% | $3,359,829,353.86 | 20,033,566 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.13% | $2,667,199,796.45 | 15,377,341 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.15% | $2,133,543,232.80 | 12,300,624 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.16% | $1,164,272,546.50 | 6,234,725 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.15% | $1,079,907,505.25 | 6,226,045 | Mar 31, 2026 | May 28, 2026 |
|
MEICX
MFS Value Fund
|
MF | Independent / Boutique | 1.77% | $991,221,895.68 | 5,308,032 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.15% | $977,054,257.00 | 5,633,060 | Mar 31, 2026 | May 28, 2026 |
|
VDIGX
VANGUARD DIVIDEND GROWTH FUND
|
MF | Vanguard | 2.33% | $859,345,033.74 | 5,123,994 | Apr 30, 2026 | Jun 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.34% | $776,618,732.55 | 4,477,479 | Mar 31, 2026 | May 28, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 1.13% | $708,971,844.95 | 4,087,471 | Mar 31, 2026 | May 28, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.40% | $656,997,032.10 | 3,787,818 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.40% | $615,467,898.60 | 3,548,388 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.19% | $568,883,738.30 | 3,279,814 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.20% | $521,673,250.05 | 3,007,629 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.15% | $473,468,546.40 | 2,729,712 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.37% | $455,875,527.27 | 2,718,237 | Apr 30, 2026 | Jun 26, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.39% | $451,989,518.86 | 2,695,066 | Apr 30, 2026 | Jun 26, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.13% | $437,801,659.30 | 2,344,445 | Feb 28, 2026 | Apr 27, 2026 |
|
LBSAX
Columbia Dividend Income Fund
|
MF | Columbia Threadneedle | 0.84% | $400,944,598.76 | 2,147,074 | Feb 28, 2026 | Apr 27, 2026 |
|
FMGKX
Fidelity Magellan Fund
|
MF | Fidelity | 1.18% | $389,711,102.45 | 2,246,821 | Mar 31, 2026 | May 26, 2026 |
|
PRILX
Parnassus Core Equity Fund
|
MF | Parnassus Investments | 1.45% | $325,205,220.90 | 1,874,922 | Mar 31, 2026 | May 6, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.34% | $321,052,116.59 | 1,914,329 | Apr 30, 2026 | Jun 26, 2026 |
|
PDGIX
T. Rowe Price Dividend Growth Fund, Inc.
|
MF | T. Rowe Price | 1.31% | $296,811,455.90 | 1,711,222 | Mar 31, 2026 | May 28, 2026 |
|
HDGSX
THE HARTFORD DIVIDEND AND GROWTH FUND
|
MF | Independent / Boutique | 1.51% | $275,846,053.80 | 1,644,780 | Apr 30, 2026 | Jun 25, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.56% | $265,110,693.20 | 1,528,456 | Mar 31, 2026 | May 28, 2026 |
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