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MRSH

Marsh

1,573 hedge funds and large institutions have $94.5B invested in Marsh in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 641 increasing their positions, 497 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 497

3% more funds holding

Funds holding: 1,5251,573 (+48)

1.75% more ownership

Funds ownership: 88.54%90.28% (+1.7%)

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

3% less capital invested

Capital invested by funds: $97B → $94.5B (-$2.51B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,573
Holders Change
+48
Holders Change %
+3.15%
% of All Funds
20.72%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
189
Increased
641
Reduced
497
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Martingale Asset Management
Massachusetts
$18.4M -$1.22M -5,490 -6%
BS
277
Banco Santander
Spain
$18.4M +$1.17M +5,253 +6%
Kovitz Investment Group Partners
278
Kovitz Investment Group Partners
Illinois
$18.3M +$16.6M +74,902 +674%
CRC
279
Curi RMB Capital
Illinois
$18M +$3.05M +13,733 +19%
RPI
280
Railway Pension Investments
United Kingdom
$17.8M
PI
281
PGGM Investments
Netherlands
$17.8M -$1.22M -5,499 -6%
PCA
282
Private Capital Advisors
Connecticut
$17.6M -$366K -1,648 -2%
WAS
283
Wesleyan Assurance Society
United Kingdom
$17.4M -$998K -4,500 -5%
OPCM
284
Osborne Partners Capital Management
California
$17.4M -$11.3K -51 -0.1%
URS
285
Utah Retirement Systems
Utah
$17.4M +$44.4K +200 +0.2%
AA
286
ALPS Advisors
Colorado
$17.2M -$15.1K -68 -0.1%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$17.2M +$318K +1,434 +2%
IIM
288
INTECH Investment Management
Florida
$17.1M -$832K -3,752 -4%
Man Group
289
Man Group
United Kingdom
$17.1M -$3.77M -16,990 -17%
SWM
290
Segment Wealth Management
Texas
$16.9M +$96.9K +437 +0.6%
FMI
291
Factory Mutual Insurance
Massachusetts
$16.9M
SW
292
SVB Wealth
Massachusetts
$16.7M +$17.5M +78,679 New
ACA
293
Aptus Capital Advisors
Alabama
$16.7M +$2.09M +9,421 +14%
TIP
294
Torray Investment Partners
Maryland
$16.5M
CWM
295
CIBC World Markets
New York
$16.5M -$3.96M -17,858 -19%
X
296
Xponance
Pennsylvania
$16.4M -$3.46M -15,594 -17%
GAM
297
Gotham Asset Management
New York
$16.1M +$13.5M +60,920 +410%
MSE
298
MUFG Securities EMEA
United Kingdom
$15.9M +$16.6M +75,000 New
IUHSA
299
Itau Unibanco Holding S.A.
Brazil
$15.9M +$16.6M +75,000 New
LCI
300
L1 Capital International
Australia
$15.9M +$3.08M +13,898 +23%

MRSH Hedge Fund Activity: Q4 2024 in Review

1,573 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2024, worth a combined $94.5B — down 2.6% from $97B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MRSH positions and 108 closed out — a net gain of 81 holders — while 641 added to existing stakes and 497 trimmed.

The largest buyer was Stifel Financial, adding an estimated $418M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $451M.

  • 1,573 institutional investors held Marsh (MRSH) as of Q4 2024, up from 1,525 in Q3 2024.
  • Funds reported $94.5B of Marsh stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 189 funds opened new Marsh positions in Q4 2024 and 108 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q4 2024 was Stifel Financial, an estimated $418M added.
  • The largest Marsh seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.