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Sunday, October 4, 2026The Morning Brief →Sign in

Who holds MRSHMarsh & McLennan

60 funds on our shelf carry Marsh & McLennan — heaviest hand: KBWP at 7.75% of its book.

FundWeightFund assetsShares held
KBWPInvesco KBW Property & Casualty Insurance ETFINDEX7.75%$276M124,360
RUNNRunning Oak Efficient Growth ETF1.84%—39,582
KIESPDR S&P Insurance ETFINDEX1.82%$537M50,025
RSPFInvesco S&P 500 Equal Weight Financial ETFINDEX1.37%$380M29,490
IYFiShares U.S. Financials ETFINDEX1.35%$4B296,167
XLFFinancial Select Sector SPDR FundINDEX1.06%$50B3,279,936
ESMViShares ESG MSCI USA Min Vol Factor ETFINDEX1.06%$7776.18T478
VDIGVanguard Wellington Dividend Growth Active ETF1.03%—1,928
VFHVanguard Financials Index FundINDEX1.01%$10.3B784,475
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX0.85%$1.2B58,454
USMViShares MSCI USA Min Vol Factor ETFINDEX0.83%$23.2B1,124,039
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.74%$1.1B48,664
SPINState Street US Equity Premium Income ETF0.73%—2,009
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETFINDEX0.67%$271M10,486
IMCBiShares Morningstar Mid-Cap ETFINDEX0.58%$1.7B56,117
IXGiShares Global Financials ETFINDEX0.55%$718M21,844
ACWViShares MSCI Global Min Vol Factor ETFINDEX0.52%$3.3B99,686
XOEFiShares S&P 500 ex S&P 100 ETF0.48%—622
IMCGiShares Morningstar Mid-Cap Growth ETFINDEX0.43%$4.1B100,437
TCHPT. Rowe Price Blue Chip Growth ETFACTIVE0.43%$721M46,888
MGVVanguard Morningstar Mega Cap Value ETFINDEX0.42%$8.2B309,681
DGROiShares Core Dividend Growth ETFINDEX0.41%$41.9B996,146
VIGVanguard Div Appreciation ETFINDEX0.39%$84.8B2,727,284
VYMVanguard High Dividend Yield Index FundINDEX0.37%$58.1B1,956,564
VFMVVanguard U.S. Minimum Volatility ETFINDEX0.36%$119M9,727
QWLDState Street SPDR MSCI World StrategicFactors ETFINDEX0.35%$175M3,533
QUSState Street SPDR MSCI USA StrategicFactors ETFINDEX0.33%$1.6B29,887
VTVVanguard Value Index FundINDEX0.33%$125.5B4,606,671
USXFiShares ESG Advanced MSCI USA ETFINDEX0.33%$1.5B27,819
IWXiShares Russell Top 200 Value ETFINDEX0.31%$3.9B66,629
PFMInvesco Dividend Achievers ETFINDEX0.30%$779M13,601
VOOVVanguard S&P 500 Value ETFINDEX0.30%$5.2B111,874
CPTLGlobal X Morningstar Capital Allocation Leaders ETF0.30%—1,962
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.29%$2B33,294
SPYVState Street SPDR Portfolio S&P 500 Value ETFINDEX0.28%$36.2B583,794
IVEiShares S&P 500 Value ETFINDEX0.28%$49.1B790,397
NZUSSPDR MSCI USA Climate Paris Aligned ETFINDEX0.28%$38.2B51
IUSViShares Core S&P U.S. Value ETFINDEX0.27%$27.5B418,804
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.27%$383M5,927
NXTISimplify Next Intangible Core Index ETF0.26%—231
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.25%$334M4,900
QUALiShares MSCI USA Quality Factor ETFINDEX0.25%$48B688,770
VONVVanguard Russell 1000 Value ETFINDEX0.24%$9.2B306,218
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.24%$1.2B17,099
IWDiShares Russell 1000 Value ETFINDEX0.23%$82.4B1,073,000
DSIiShares MSCI KLD 400 Social ETFINDEX0.23%$5.5B73,539
AQLTiShares MSCI Global Quality Factor ETF0.22%—4,354
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.20%$1B11,940
IOOiShares Global 100 ETFINDEX0.20%$9.3B106,705
OMFLInvesco Russell 1000 Dynamic Multifactor ETFACTIVE0.20%$4.8B54,498
SIZEiShares MSCI USA Size Factor ETFINDEX0.19%$427M4,702
IUSInvesco RAFI Strategic US ETFINDEX0.19%$970M10,580
SUSAiShares MSCI USA ESG Select ETFINDEX0.18%$4.1B42,920
MGCVanguard Mega Cap Index FundINDEX0.17%$6B96,399
TOPCiShares S&P 500 3% Capped ETF0.15%—290
ILCViShares Morningstar Value ETFINDEX0.15%$1.3B11,552
XVViShares ESG Screened S&P 500 ETFINDEX0.15%$688M5,878
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.15%$2.9B25,446
SPXVProShares S&P 500 Ex-Health Care ETFINDEX0.15%$22M329
RWLInvesco S&P 500 Revenue ETFINDEX0.14%$9.8B78,771

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