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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
Financial Engines Advisors
401
Financial Engines Advisors
California
$7.18M +$6.83M +30,799 +1,030%
IIM
402
Ipswich Investment Management
Massachusetts
$7.14M -$32.4K -146 -0.4%
SFI
403
Siemens Fonds Invest
Germany
$7.13M +$477K +2,150 +7%
CI
404
CX Institutional
Indiana
$7.05M +$844K +3,805 +13%
IMRF
405
Illinois Municipal Retirement Fund
Illinois
$6.95M
BFG
406
Bleakley Financial Group
New Jersey
$6.93M +$541K +2,440 +8%
BAM
407
Bell Asset Management
Australia
$6.9M +$798K +3,595 +12%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$6.8M -$156K -703 -2%
QCM
409
Qsemble Capital Management
New York
$6.79M +$5.72M +25,792 +416%
CM
410
Churchill Management
California
$6.76M -$67K -302 -0.9%
UM
411
UniSuper Management
Australia
$6.75M +$1.64M +7,376 +30%
BP
412
BNP Paribas
France
$6.7M +$1.66M +7,475 +31%
TRCT
413
Tower Research Capital (TRC)
New York
$6.66M +$2.62M +11,806 +60%
TVWM
414
Tower View Wealth Management
Wisconsin
$6.61M +$60.8K +274 +0.9%
KCG
415
Kinsale Capital Group
Virginia
$6.54M +$837K +3,774 +14%
ORI
416
Oak Ridge Investments
Illinois
$6.51M +$377K +1,701 +6%
HIMCH
417
Hartford Investment Management Co (HIMCO)
Connecticut
$6.47M -$167K -752 -2%
1832 Asset Management
418
1832 Asset Management
Ontario, Canada
$6.41M -$28.7M -129,428 -81%
ZB
419
Zions Bancorporation
Utah
$6.37M +$1.41M +6,360 +27%
MGP
420
Metis Global Partners
California
$6.21M +$1.1M +4,980 +21%
SF
421
Synovus Financial
Georgia
$6.15M -$222K -1,000 -3%
AAS
422
Avantax Advisory Services
Texas
$6.11M +$358K +1,612 +6%
Bessemer Group
423
Bessemer Group
New Jersey
$6.09M -$21.7K -98 -0.3%
GLF
424
Groupe la Francaise
France
$6.09M +$6.37M +28,721 New
NB
425
NBT Bank
New York
$6.09M -$174K -784 -3%

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.