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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
1201
Trust Company of Vermont
Vermont
$268K +$175K +825 +189%
NEPPG
1202
New England Professional Planning Group
Rhode Island
$268K +$10.6K +50 +4%
GKWIM
1203
Gerber Kawasaki Wealth & Investment Management
California
$268K +$10.6K +50 +4%
IWA
1204
IBEX Wealth Advisors
New Jersey
$267K +$267K +1,259 New
RCA
1205
Resonant Capital Advisors
Wisconsin
$267K +$1.7K +8 +0.6%
TFCP
1206
Twin Focus Capital Partners
Massachusetts
$266K
BFWA
1207
Benchmark Financial Wealth Advisors
Florida
$266K +$849 +4 +0.3%
SMG
1208
Smart Money Group
Texas
$266K
NL
1209
NWAM LLC
Washington
$265K -$7.86K -37 -3%
WMA
1210
Wealth Management Associates
New Jersey
$264K +$30.8K +145 +13%
SAG
1211
SageView Advisory Group
California
$261K -$9.78K -46 -4%
BI
1212
Ballast Inc
Kentucky
$261K -$212 -1 -0.1%
GBT
1213
Grove Bank & Trust
Florida
$261K +$23.8K +112 +10%
HB
1214
HTLF Bank
Colorado
$259K -$17K -80 -6%
GPW
1215
Genesis Private Wealth
Virginia
$259K +$259K +1,218 New
EFM
1216
E Fund Management
China
$258K +$258K +1,216 New
DWAM
1217
Duncan Williams Asset Management
Tennessee
$258K +$258K +1,215 New
BBA
1218
Braun-Bostich & Associates
Pennsylvania
$258K -$37K -174 -13%
PWM
1219
Pines Wealth Management
North Carolina
$258K +$258K +1,233 New
PL
1220
Parthenon LLC
Kentucky
$258K
HI
1221
Harbour Investments
Wisconsin
$257K +$5.31K +25 +2%
WPP
1222
Whalerock Point Partners
Rhode Island
$256K
SC
1223
Sapient Capital
Indiana
$256K -$11.9K -56 -4%
CPA
1224
Court Place Advisors
Maryland
$255K -$31.9K -150 -11%
PL
1225
Perpetual Ltd
Australia
$255K