We are live on ! Find out more
MRSH

Marsh

1,532 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 610 increasing their positions, 574 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $80.9B → $76.1B (-$4.76B)

17% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 167

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$65.4M
Puts
$35.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
601
RMR Wealth Builders
New Jersey
$1.57M
TAM
602
Tealwood Asset Management
Minnesota
$1.55M
LNB
603
Ledyard National Bank
$1.54M
ICP
604
Impact Capital Partners
Colorado
$1.54M
BMCM
605
Bryn Mawr Capital Management
Pennsylvania
$1.53M
MSS
606
Mitchell Sinkler & Starr
Pennsylvania
$1.53M
EWA
607
EverSource Wealth Advisors
Alabama
$1.53M
LIM
608
Longfellow Investment Management
Massachusetts
$1.53M
Connor, Clark & Lunn Investment Management (CC&L)
609
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.52M
GC
610
Grimes & Company
Massachusetts
$1.52M
TAP
611
Tounjian Advisory Partners
Florida
$1.52M
ECM
612
ExodusPoint Capital Management
New York
$1.51M
SAM
613
Smartleaf Asset Management
Massachusetts
$1.51M
CA
614
Clearstead Advisors
Ohio
$1.5M
BHC
615
Bowen Hanes & Co
Florida
$1.5M
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M
MNBTD
617
Moody National Bank Trust Division
Texas
$1.49M
HCA
618
Harbor Capital Advisors
Illinois
$1.49M
BF
619
BOK Financial
Oklahoma
$1.48M
SLP
620
Storen Legacy Partners
Indiana
$1.48M
SF
621
Summit Financial
New Jersey
$1.47M
FFA
622
Farther Finance Advisors
California
$1.47M
ET
623
Equitable Trust
Tennessee
$1.46M
DWA
624
Delap Wealth Advisory
Oregon
$1.45M
SCM
625
Shelton Capital Management
Colorado
$1.45M