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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 %
GPI
1376
General Partner Inc
Pennsylvania
$63.3K
TCA
1377
Trifecta Capital Advisors
Illinois
$61.4K
CSC
1378
Caldwell Sutter Capital
California
$61.2K +$425 +2 +0.7%
PCTC
1379
Perkins Coie Trust Company
Washington
$60.7K
FFO
1380
Fortitude Family Office
Arizona
$60.5K
GEA
1381
Glen Eagle Advisors
New Jersey
$60.3K
VIA
1382
Virtus Investment Advisers
Connecticut
$56.5K
PWA
1383
Physician Wealth Advisors
Utah
$56.1K +$56.1K +264 New
NRG
1384
Nemes Rush Group
Michigan
$55.6K +$6.58K +31 +13%
RA
1385
Rise Advisors
New York
$54.1K +$637 +3 +1%
FMP
1386
Financial Management Professionals
Texas
$54K
CA
1387
CoreCap Advisors
Michigan
$52.3K +$5.95K +28 +13%
IHWM
1388
Iron Horse Wealth Management
Iowa
$51K
JSAM
1389
J. Safra Asset Management
New York
$50.7K +$50.7K +239 New
GKIM
1390
GW&K Investment Management
Massachusetts
$50K +$2.78K +13 +6%
LI
1391
LRI Investments
Florida
$49.9K +$27.4K +129 +122%
LDB
1392
Lee, Danner & Bass
Tennessee
$49.1K +$49.1K +231 New
C
1393
Covestor
United Kingdom
$49K +$11K +52 +29%
SC
1394
SouthState Corp
Florida
$46.9K
HHGA
1395
Halbert Hargrove Global Advisors
California
$44.6K +$44.6K +210 New
BSB
1396
Bangor Savings Bank
Maine
$43.8K
FUBT
1397
First United Bank & Trust
Maryland
$43.5K
RL
1398
Rogco LP
Oklahoma
$42.9K
GSWM
1399
Golden State Wealth Management
California
$41.3K +$41.3K +194 New
CAL
1400
Capital Advisors Ltd
Ohio
$41K -$421 -2 -1%