MRSH

Marsh

1,517 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 604 increasing their positions, 567 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $80.9B → $76.1B (-$4.78B)

20% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 169

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,517
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$65.4M
Puts
$35.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
1651
eCIO Inc
Wisconsin
Cohen & Steers
1652
Cohen & Steers
New York
PCFFS
1653
Pacific Center for Financial Services
California
DWA
1654
Dougherty Wealth Advisers
Minnesota
GPI
1655
General Partner Inc
Pennsylvania
MIFH
1656
Migdal Insurance & Financial Holdings
Israel
SVWA
1657
Sarver Vrooman Wealth Advisors
Missouri
VT
1658
Volterra Technologies
New York
BSB
1659
Bangor Savings Bank
Maine
NL
1660
Navalign LLC
California
EW
1661
Elyxium Wealth
California
HHMI
1662
Howard Hughes Medical Institute
Maryland
GAFA
1663
Garton & Associates Financial Advisors
Kentucky
CIA
1664
Cape Investment Advisory
Georgia
LAS
1665
Lloyd Advisory Services
Georgia
SC
1666
Steph & Co
Wisconsin
GWM
1667
Greenline Wealth Management
Florida
NWM
1668
Navigoe Wealth Management
California
RFA
1669
Reyes Financial Architecture
California
WWA
1670
Wealth Watch Advisors
Colorado
SGK
1671
Steigerwald Gordon & Koch
Virginia
NI
1672
NCP Inc
California
KFG
1673
Kingdom Financial Group
Arizona
TPBG
1674
Turning Point Benefit Group
Maryland
OC
1675
Optima Capital
Oregon