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MRSH

Marsh

1,494 hedge funds and large institutions have $72.9B invested in Marsh in 2026 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 476 increasing their positions, 659 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

0.09% less ownership

Funds ownership: 90.65%90.56% (-0.09%)

4% less capital invested

Capital invested by funds: $76.1B → $72.9B (-$3.19B)

3% less funds holding

Funds holding: 1,5441,494 (-50)

14% less first-time investments, than exits

New positions opened: 143 | Existing positions closed: 166

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 659

Holders
1,494
Holders Change
-50
Holders Change %
-3.24%
% of All Funds
18.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
143
Increased
476
Reduced
659
Closed
166
Calls
$102M
Puts
$34.8M
Net Calls
+$67.6M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
1576
Sterling Group Wealth Management
California
-$262K -1,511 Closed
AFT
1577
Alpha Family Trust
California
-$258K -1,485 Closed
DOA
1578
D'Orazio & Associates
Virginia
-$256K -1,476 Closed
KCP
1579
Kera Capital Partners
California
-$251K -1,447 Closed
FWP
1580
Flatrock Wealth Partners
California
-$250K -1,444 Closed
TA
1581
TFB Advisors
Kansas
-$249K -1,434 Closed
WS
1582
Wedbush Securities
California
-$249K -1,433 Closed
FBB
1583
Fulton Breakefield Broenniman
Maryland
-$246K -1,417 Closed
GA
1584
Goldstein Advisors
Wisconsin
-$246K -1,417 Closed
SG
1585
StoneX Group
New York
-$244K -1,406 Closed
TWA
1586
TCI Wealth Advisors
Arizona
-$234K -1,351 Closed
SWM
1587
Stronghold Wealth Management
Florida
-$234K -1,349 Closed
SWA
1588
Sax Wealth Advisors
New Jersey
-$241K -1,300 Closed
BB
1589
Busey Bank
Illinois
-$224K -1,291 Closed
ONB
1590
Old National Bancorp
Indiana
-$222K -1,279 Closed
FFA
1591
Founders Financial Alliance
North Carolina
-$221K -1,272 Closed
VCA
1592
Verdence Capital Advisors
Maryland
-$220K -1,268 Closed
MA
1593
MJP Associates
Connecticut
-$217K -1,250 Closed
VRM
1594
Vectors Research Management
New York
-$217K -1,248 Closed
ISFAN
1595
Investor's Fiduciary Advisor Network
Washington
-$214K -1,239 Closed
OWA
1596
Opal Wealth Advisors
New York
-$215K -1,239 Closed
GCA
1597
Genesee Capital Advisors
New York
-$214K -1,232 Closed
SFGM
1598
Stonebridge Financial Group (Missouri)
Missouri
-$213K -1,230 Closed
EP
1599
Edgestream Partners
New Jersey
-$212K -1,224 Closed
FWP
1600
Falcon Wealth Planning
California
-$212K -1,224 Closed

MRSH Hedge Fund Activity: Q2 2026 in Review

1,494 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2026, worth a combined $72.9B — down 4.2% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of MRSH and 143 opened new positions — a net loss of 23 holders — while 659 trimmed existing stakes and 476 added.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $639M. The largest seller was Fidelity Investments, cutting an estimated $539M.

  • 1,494 institutional investors held Marsh (MRSH) as of Q2 2026, down from 1,544 in Q1 2026.
  • Funds reported $72.9B of Marsh stock for Q2 2026, down 4.2% quarter-over-quarter.
  • 143 funds opened new Marsh positions in Q2 2026 and 166 closed out, a net change of -23 holders.
  • The largest Marsh buyer in Q2 2026 was EdgePoint Investment Group, an estimated $639M added.
  • The largest Marsh seller in Q2 2026 was Fidelity Investments, an estimated $539M sold.

Based on aggregated 13F filings for Q2 2026.