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Sunday, August 23, 2026The Morning Brief →Sign in

Who holds MRSHMarsh & McLennan

60 funds on our shelf carry Marsh & McLennan — heaviest hand: KBWP at 8.19% of its book.

FundWeightFund assetsShares held
KBWP8.19%122,598
VDIG2.58%4,403
KIESPDR S&P Insurance ETFINDEX1.82%$703M50,025
IYFiShares U.S. Financials ETFINDEX1.40%$4.4B311,580
RSPF1.36%22,199
ESMViShares ESG MSCI USA Min Vol Factor ETFINDEX1.15%$7904.06T479
XLFFinancial Select Sector SPDR FundINDEX1.06%$57.5B3,279,936
VFHVanguard Financials Index FundINDEX1.01%$10.3B793,103
USMViShares MSCI USA Min Vol Factor ETFINDEX0.89%$24.1B1,132,676
LGLV0.85%58,454
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.76%$1.2B47,498
SPIN0.73%2,009
ONEV0.69%11,091
IMCBiShares Morningstar Mid-Cap ETFINDEX0.61%$1.7B54,384
IXGiShares Global Financials ETFINDEX0.58%$703M20,844
ACWViShares MSCI Global Min Vol Factor ETFINDEX0.54%$3.4B96,683
XOEFiShares S&P 500 ex S&P 100 ETF0.50%607
IMCGiShares Morningstar Mid-Cap Growth ETFINDEX0.45%$4.2B97,834
MGV0.43%306,393
DGROiShares Core Dividend Growth ETFINDEX0.42%$43.6B961,769
VIG0.40%2,725,977
VYMVanguard High Dividend Yield Index FundINDEX0.37%$58.1B1,942,043
QWLD0.37%3,433
USXFiShares ESG Advanced MSCI USA ETFINDEX0.36%$1.5B28,209
QUS0.36%29,536
VTVVanguard Value Index FundINDEX0.34%$125.5B4,588,793
IWXiShares Russell Top 200 Value ETFINDEX0.34%$4B71,142
PFM0.33%13,713
CPTL0.32%1,951
VOOV0.31%111,655
IVEiShares S&P 500 Value ETFINDEX0.30%$50.4B798,374
IUSViShares Core S&P U.S. Value ETFINDEX0.29%$28.1B419,578
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.29%$379M5,897
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.29%$1.9B28,920
NZUS0.28%51
QUALiShares MSCI USA Quality Factor ETFINDEX0.27%$47.9B681,297
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.26%$1.2B16,610
DSIiShares MSCI KLD 400 Social ETFINDEX0.26%$5.6B74,347
AQLTiShares MSCI Global Quality Factor ETF0.25%4,190
IWDiShares Russell 1000 Value ETFINDEX0.24%$83.9B1,070,573
EFIV0.23%12,172
IOOiShares Global 100 ETFINDEX0.22%$9.4B106,788
SUSAiShares MSCI USA ESG Select ETFINDEX0.20%$4.1B43,417
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.20%$2B20,681
SIZEiShares MSCI USA Size Factor ETFINDEX0.20%$444M4,605
TOPCiShares S&P 500 3% Capped ETF0.17%277
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.17%$2.9B25,474
MGCVanguard Mega Cap Index FundINDEX0.17%$6B96,151
CATH0.16%11,219
XVViShares ESG Screened S&P 500 ETFINDEX0.16%$685M5,520
IWLiShares Russell Top 200 ETFINDEX0.16%$2.3B18,608
ILCViShares Morningstar Value ETFINDEX0.16%$1.3B11,345
RWL0.15%80,494
ESGV0.15%108,895
XYLD0.14%24,845
VV0.14%565,308
GXLC0.14%33
VOOVanguard 500 Index FundINDEX0.14%$500.4B12,645,192
IVViShares Core S&P 500 ETFINDEX0.14%$900.9B6,493,901
SPYSPDR S&P 500 ETF TrustINDEX0.14%$818.3B5,982,542

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