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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
AG
1426
AmeriFlex Group
Nevada
$31.9K -$44.9K -240 -58%
CH
1427
Canton Hathaway
Rhode Island
$30.4K – – –
SR
1428
Swiss Re
Switzerland
$29.5K +$29.7K +159 New
CHC
1429
City Holding Co
West Virginia
$29.1K +$29.3K +157 New
PB
1430
Pinnacle Bancorp
Nebraska
$28.8K +$6.17K +33 +27%
BIA
1431
Bell Investment Advisors
California
$28.6K -$7.1K -38 -20%
ACA
1432
Atlas Capital Advisors
Wyoming
$28K +$28.2K +151 New
DWA
1433
Delos Wealth Advisors
Texas
$27.5K – – –
GSWM
1434
Golden State Wealth Management
California
$27.3K – – –
KFP
1435
Kerr Financial Planning
California
$26.7K -$1.68K -9 -6%
SWM
1436
SHP Wealth Management
Massachusetts
$25.7K +$25.8K +138 New
SC
1437
Solstein Capital
California
$25K – – –
EIPL
1438
Essential Investment Partners LLC
Colorado
$25K +$25.2K +135 New
AIA
1439
Aventus Investment Advisors
Florida
$24.1K – – –
PSB
1440
Piscataqua Savings Bank
New Hampshire
$23.9K – – –
LI
1441
LRI Investments
Florida
$23.2K – – –
CI
1442
Clal Insurance
Israel
$23K +$15.3K +82 +191%
FFO
1443
Fortitude Family Office
Arizona
$21.9K -$25.2K -135 -53%
EF
1444
Entrust Financial
Pennsylvania
$21.5K +$21.7K +116 New
MAM
1445
Meeder Asset Management
Ohio
$21.1K +$187 +1 +0.9%
NAAA
1446
New Age Alpha Advisors
New York
$20.8K -$207K -1,105 -91%
KFI
1447
Key Financial Inc
Pennsylvania
$20.6K – – –
HNW
1448
High Note Wealth
Minnesota
$19.9K +$2.99K +16 +18%
HHMI
1449
Howard Hughes Medical Institute
Maryland
$19.7K – – –
LWMI
1450
Legacy Wealth Management (Idaho)
Idaho
$19.1K +$15.9K +85 +472%
56 57
58
59 60

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.