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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
SWASL
1601
Spartan Wealth Advisory Services LLC
Michigan
-$212K -1,222 Closed
PPWM
1602
Paragon Private Wealth Management
Kentucky
-$212K -1,221 Closed
RFP
1603
Root Financial Partners
California
-$211K -1,218 Closed
CA
1604
COFG Advisors
Illinois
-$210K -1,211 Closed
ACC
1605
Acorn Creek Capital
Colorado
-$209K -1,204 Closed
TWM
1606
TRB Wealth Management
Texas
-$208K -1,200 Closed
TWP
1607
Tyche Wealth Partners
Texas
-$208K -1,199 Closed
NFG
1608
Nations Financial Group
Iowa
-$208K -1,197 Closed
CC
1609
Courier Capital
New York
-$206K -1,190 Closed
PWM
1610
Palumbo Wealth Management
New York
-$205K -1,183 Closed
AFGAS
1611
Allegiance Financial Group Advisory Services
Virginia
-$204K -1,179 Closed
CWM
1612
Cahaba Wealth Management
Georgia
-$204K -1,174 Closed
WDC
1613
Woodward Diversified Capital
California
-$205K -1,167 Closed
BMWS
1614
Brady Martz Wealth Solutions
North Dakota
-$202K -1,163 Closed
RMC
1615
Resources Management Corp
Connecticut
-$195K -1,125 Closed
PAM
1616
Paradigm Asset Management
New York
-$173K -1,000 Closed
CFG
1617
Clayton Financial Group
Missouri
-$139K -801 Closed
KC
1618
Knuff & Co
California
-$135K -780 Closed
DWP
1619
Destiny Wealth Partners
Florida
-$130K -748 Closed
Optiver Holding
1620
Optiver Holding
Netherlands
-$127K -732 Closed
WSFG
1621
Wall Street Financial Group
Illinois
-$93.7K -540 Closed
AGWCA
1622
Annis Gardner Whiting Capital Advisors
Florida
-$80.3K -463 Closed
GAA
1623
Global Assets Advisory
Florida
-$77.5K -447 Closed
DI
1624
DAGCO Inc
Ohio
-$65.8K -379 Closed
TPWA
1625
Twin Peaks Wealth Advisors
California
-$59.5K -343 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.