We are live on ! Find out more
MRSH

Marsh
MRSH

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

0.98% more ownership

Funds ownership: 87.98% → 88.96% (+0.98%)

1% more funds holding

Funds holding: 1,572 → 1,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$410M
2
Amundi
Amundi
France
+$353M
3
LCAM
London & Capital Asset Management
United Kingdom
+$315M
4
BlackRock
BlackRock
New York
+$310M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$281M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$350M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$266M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$247M
4
JIM
Jensen Investment Management
Oregon
-$247M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1376
Tompkins Financial
New York
$60.7K +$14.6K +78 +31%
GEA
1377
Glen Eagle Advisors
New Jersey
$60.4K +$2.24K +12 +4%
TWD
1378
True Wealth Design
Ohio
$58.1K -$34.4K -184 -37%
HWM
1379
HighMark Wealth Management
Minnesota
$57.1K – – –
GKIM
1380
GW&K Investment Management
Massachusetts
$57K +$12.2K +65 +27%
STB
1381
S&T Bank
Pennsylvania
$56.6K – – –
HWA
1382
Heritage Wealth Advisors
Virginia
$56.2K -$3.92K -21 -6%
PMFA
1383
Plante Moran Financial Advisors
Michigan
$55.7K -$2.24K -12 -4%
CCC
1384
Chelsea Counsel Company
California
$55.7K – – –
GPI
1385
General Partner Inc
Pennsylvania
$55.3K – – –
WB
1386
Webster Bank
Connecticut
$55.1K – – –
DF
1387
Dunhill Financial
United Kingdom
$53.8K +$187 +1 +0.3%
MFP
1388
Meramec Financial Planners
Missouri
$53.2K +$53.8K +288 New
PCTC
1389
Perkins Coie Trust Company
Washington
$53.1K – – –
M
1390
MOTCO
Texas
$52.7K – – –
TCM
1391
Triumph Capital Management
Colorado
$51.1K +$51.4K +275 New
MIFH
1392
Migdal Insurance & Financial Holdings
Israel
$51K +$51K +273 New
JSAM
1393
J. Safra Asset Management
New York
$49.5K +$49.9K +267 New
CPG
1394
Cornerstone Planning Group
New Jersey
$49.4K -$5.05K -27 -9%
JWA
1395
JFS Wealth Advisors
Pennsylvania
$49.3K +$19.3K +103 +63%
CA
1396
CoreCap Advisors
Michigan
$49.3K +$2.06K +11 +4%
SVWA
1397
Sarver Vrooman Wealth Advisors
Missouri
$48.6K -$1.31K -7 -3%
EWP
1398
Elevation Wealth Partners
California
$46.8K -$1.12K -6 -2%
TCA
1399
Trifecta Capital Advisors
Illinois
$46.4K -$7.29K -39 -13%
VT
1400
Volterra Technologies
New York
$46.2K +$46.5K +249 New
54 55
56
57 58

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.