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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
VI
376
Vestcor Inc
New Brunswick, Canada
$8.58M -$211K -953 -2%
EGM
377
Engineers Gate Manager
New York
$8.45M +$2.06M +9,289 +30%
CIM
378
Contravisory Investment Management
Massachusetts
$8.37M -$67.2K -303 -0.8%
BIG
379
Builder Investment Group
Georgia
$8.35M -$22.2K -100 -0.3%
MWM
380
MinichMacGregor Wealth Management
New York
$8.32M +$327K +1,473 +4%
T. Rowe Price Investment Management
381
T. Rowe Price Investment Management
Maryland
$8.29M -$451M -2,032,238 -98%
GIBU
382
Gulf International Bank (UK)
United Kingdom
$8.23M -$83.2K -375 -1%
AF
383
Avanza Fonder
Sweden
$8.2M +$8.56M +38,582 New
IC
384
IEQ Capital
California
$8.18M +$1.28M +5,756 +18%
SPIA
385
Steward Partners Investment Advisory
New York
$8.16M +$266K +1,200 +3%
QCM
386
Quantinno Capital Management
New York
$8.07M +$1.45M +6,514 +21%
SCA
387
Stokes Capital Advisors
South Carolina
$8.06M +$155K +699 +2%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$8.06M -$1.81M -8,153 -18%
MGWM
389
Marks Group Wealth Management
Minnesota
$7.89M -$228K -1,026 -3%
EWM
390
Executive Wealth Management
Michigan
$7.83M -$109K -491 -1%
BSI
391
Bennett Selby Investments
Maine
$7.76M +$10.6K +48 +0.1%
AIM
392
Achmea Investment Management
Netherlands
$7.61M -$7.24M -32,646 -48%
AS
393
Aware Super
Australia
$7.57M +$7.91M +35,634 New
AAF
394
Andra AP-fonden
Sweden
$7.54M +$6.57M +29,600 +502%
NA
395
NewEdge Advisors
Louisiana
$7.44M +$765K +3,448 +11%
P
396
&Partners
Tennessee
$7.41M +$2.64M +11,887 +51%
HF
397
HRT Financial
New York
$7.34M -$6.15M -27,727 -45%
CW
398
CreativeOne Wealth
Kansas
$7.23M +$4.39M +19,782 +139%
AAM
399
Auxier Asset Management
Oregon
$7.22M -$341K -1,535 -4%
KRS
400
Kentucky Retirement Systems
Kentucky
$7.18M -$103K -465 -1%

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.