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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
SIS
1626
Sound Income Strategies
Florida
-$56.1K -326 Closed
WPA
1627
Wealth Preservation Advisors
Tennessee
-$55K -317 Closed
AA
1628
Addison Advisors
Vermont
-$42.5K -245 Closed
SA
1629
Scarborough Advisors
Maryland
-$37.6K -217 Closed
CIR
1630
Clear Investment Research
Georgia
-$30.2K -174 Closed
TGY2IT
1631
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$30K -173 Closed
AIA
1632
Aventus Investment Advisors
Florida
-$22.5K -130 Closed
LWMI
1633
Legacy Wealth Management (Idaho)
Idaho
-$22.4K -129 Closed
CAM
1634
Chesapeake Asset Management
New York
-$17.9K -103 Closed
BDPWM
1635
Barnes Dennig Private Wealth Management
Ohio
-$17.5K -101 Closed
TC
1636
Truvestments Capital
Florida
-$15.3K -88 Closed
FMB
1637
Field & Main Bank
Kentucky
-$11.3K -65 Closed
GAAM
1638
Guinness Atkinson Asset Management
California
-$8.04K -44 Closed
VR
1639
Vision Retirement
New Jersey
-$7.39K -43 Closed
WCM
1640
Westend Capital Management
California
-$6.59K -38 Closed
PWA
1641
Portus Wealth Advisors
North Carolina
-$6.24K -36 Closed
RF
1642
RetireMitten Financial
Michigan
-$5.55K -32 Closed
FWA
1643
Flagship Wealth Advisors
Massachusetts
-$6.56K -30 Closed
NA
1644
Networth Advisors
Pennsylvania
-$4.51K -26 Closed
EWM
1645
Evermay Wealth Management
Virginia
-$4.16K -24 Closed
TLFA
1646
True Link Financial Advisors
California
-$3.99K -23 Closed
GWSA
1647
Global Wealth Strategies & Associates
Colorado
-$3.34K -19 Closed
YP
1648
YANKCOM Partnership
South Dakota
-$3.3K -19 Closed
VWM
1649
Vermillion Wealth Management
Minnesota
-$3.12K -18 Closed
IWS
1650
Intentional Wealth Strategies
Colorado
-$2.95K -17 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.