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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
FB
851
Fulton Bank
Pennsylvania
$582K
LS
852
Livforsakringsbolaget Skandia
Sweden
$578K
SACTSONJ
853
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$575K
FFA
854
Fi3 Financial Advisors
Indiana
$575K
KJWM
855
Kiley Juergens Wealth Management
Washington
$572K
PCM
856
Palisade Capital Management
New Jersey
$572K
UBG
857
United Bank (Georgia)
Georgia
$569K
WFPG
858
Waller Financial Planning Group
Ohio
$568K
AF
859
Alerus Financial
North Dakota
$567K
CFM
860
Catalyst Funds Management
Australia
$566K
LA
861
Legacy Advisors
Pennsylvania
$564K
KBFS
862
Kohmann Bosshard Financial Services
Ohio
$563K
PAM
863
Parvin Asset Management
South Dakota
$560K
PCH
864
PGIM Custom Harvest
New Jersey
$559K
SL
865
SWMG LLC
Texas
$556K
IA
866
Intellus Advisors
Florida
$556K
DSC
867
Duncker Streett & Co
Missouri
$555K
DWM
868
Defined Wealth Management
Oregon
$555K
YAIA
869
Yanni & Associates Investment Advisors
Pennsylvania
$552K
PCM
870
Permanent Capital Management
Illinois
$548K
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$548K
ACM
872
Advance Capital Management
Michigan
$547K
RB
873
Rodgers Brothers
Pennsylvania
$546K
4WM
874
44 Wealth Management
Oregon
$546K
LFM
875
LGT Fund Management
Liechtenstein
$544K