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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

Who holds MRSHMarsh & McLennan

60 funds on our shelf carry Marsh & McLennan — heaviest hand: KBWP at 8.10% of its book.

FundWeightFund assetsShares held
KBWPInvesco KBW Property & Casualty Insurance ETFINDEX8.10%$277M121,570
RUNNRunning Oak Efficient Growth ETF1.84%—39,582
KIESPDR S&P Insurance ETFINDEX1.82%$523M50,025
IYFiShares U.S. Financials ETFINDEX1.50%$3.8B283,297
RSPFInvesco S&P 500 Equal Weight Financial ETFINDEX1.48%$379M24,327
ESMViShares ESG MSCI USA Min Vol Factor ETFINDEX1.17%$8M478
VDIGVanguard Wellington Dividend Growth Active ETF1.11%—1,928
XLFFinancial Select Sector SPDR FundINDEX1.06%$51.5B3,279,936
VFHVanguard Financials Index FundINDEX0.98%$10.3B795,939
USMViShares MSCI USA Min Vol Factor ETFINDEX0.91%$24.1B1,105,631
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX0.85%$1.1B58,454
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.81%$1.1B51,658
SPINState Street US Equity Premium Income ETF0.73%—2,009
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETFINDEX0.71%$270M10,431
IMCBiShares Morningstar Mid-Cap ETFINDEX0.65%$1.7B57,080
IXGiShares Global Financials ETFINDEX0.61%$693M21,644
ACWViShares MSCI Global Min Vol Factor ETFINDEX0.57%$3.3B99,313
XOEFiShares S&P 500 ex S&P 100 ETF0.53%—622
IMCGiShares Morningstar Mid-Cap Growth ETFINDEX0.50%$4.1B101,139
DGROiShares Core Dividend Growth ETFINDEX0.44%$44.7B998,371
TCHPT. Rowe Price Blue Chip Growth ETFACTIVE0.43%$721M46,888
MGVVanguard Morningstar Mega Cap Value ETFINDEX0.40%$8.2B317,972
QWLDState Street SPDR MSCI World StrategicFactors ETFINDEX0.39%$175M3,533
USXFiShares ESG Advanced MSCI USA ETFINDEX0.39%$1.5B27,949
VFMVVanguard U.S. Minimum Volatility ETFINDEX0.38%$119M9,727
QUSState Street SPDR MSCI USA StrategicFactors ETFINDEX0.37%$1.6B29,739
VIGVanguard Div Appreciation ETFINDEX0.36%$84.8B2,699,914
IWXiShares Russell Top 200 Value ETFINDEX0.35%$3.7B68,129
VYMVanguard High Dividend Yield Index FundINDEX0.35%$58.1B1,961,793
PFMInvesco Dividend Achievers ETFINDEX0.34%$778M13,541
SPYVState Street SPDR Portfolio S&P 500 Value ETFINDEX0.31%$36B607,632
IVEiShares S&P 500 Value ETFINDEX0.31%$48.8B793,198
VTVVanguard Value Index FundINDEX0.31%$125.5B4,544,510
CPTLGlobal X Morningstar Capital Allocation Leaders ETF0.30%—1,954
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.30%$2B34,428
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.30%$381M5,995
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.30%$334M5,190
IUSViShares Core S&P U.S. Value ETFINDEX0.29%$27.3B421,613
VOOVVanguard S&P 500 Value ETFINDEX0.28%$5.2B110,977
QUALiShares MSCI USA Quality Factor ETFINDEX0.28%$48.6B691,490
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.28%$1.2B17,099
NZUSSPDR MSCI USA Climate Paris Aligned ETFINDEX0.28%—51
DSIiShares MSCI KLD 400 Social ETFINDEX0.27%$5.6B73,637
IWDiShares Russell 1000 Value ETFINDEX0.25%$81.8B1,081,605
AQLTiShares MSCI Global Quality Factor ETF0.25%—4,436
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.24%$1B12,666
VONVVanguard Russell 1000 Value ETFINDEX0.23%$9.2B309,103
IOOiShares Global 100 ETFINDEX0.23%$9.3B107,286
OMFLInvesco Russell 1000 Dynamic Multifactor ETFACTIVE0.23%$4.8B54,138
RSPInvesco S&P 500 Equal Weight ETFINDEX0.22%$96B1,110,645
SIZEiShares MSCI USA Size Factor ETFINDEX0.22%$425M4,727
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.21%$1.9B20,133
SUSAiShares MSCI USA ESG Select ETFINDEX0.21%$4.1B43,003
IUSInvesco RAFI Strategic US ETFINDEX0.21%$970M10,737
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.18%$2.9B25,159
TOPCiShares S&P 500 3% Capped ETF0.17%—290
ILCViShares Morningstar Value ETFINDEX0.17%$1.3B11,675
XVViShares ESG Screened S&P 500 ETFINDEX0.17%$690M7,718
IWLiShares Russell Top 200 ETFINDEX0.16%$2.3B18,926
ESGVVanguard ESG U.S. Stock ETFINDEX0.16%$9.2B107,466

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