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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
Artisan Partners
26
Artisan Partners
Wisconsin
$740M +$946K +4,266 +0.1%
Wells Fargo
27
Wells Fargo
California
$736M +$50.4M +226,961 +7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$698M +$16M +71,990 +2%
JIM
29
Jensen Investment Management
Oregon
$646M -$2.28M -10,280 -0.3%
ClearBridge Investments
30
ClearBridge Investments
New York
$643M -$27.3M -123,278 -4%
Invesco
31
Invesco
Georgia
$601M +$57.3M +258,384 +10%
Charles Schwab
32
Charles Schwab
California
$593M +$19.6M +88,496 +3%
Lazard Asset Management
33
Lazard Asset Management
New York
$581M -$71.4M -321,773 -11%
Primecap Management
34
Primecap Management
California
$580M -$30.3M -136,415 -5%
NLI
35
Nippon Life Insurance
Japan
$557M
LP
36
Longview Partners
Guernsey
$544M -$23.9M -107,749 -4%
Barclays
37
Barclays
United Kingdom
$532M +$58.8M +265,023 +12%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$520M +$58.1M +261,807 +12%
AIM
39
Alphinity Investment Management
Australia
$516M -$19.1M -86,209 -3%
Capital Research Global Investors
40
Capital Research Global Investors
California
$514M +$3.2M +14,432 +0.6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$475M -$2.41M -10,872 -0.5%
Stifel Financial
42
Stifel Financial
Missouri
$473M +$418M +1,883,146 +551%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$439M -$23.4M -105,641 -5%
AC
44
AKO Capital
United Kingdom
$438M +$19.9M +89,594 +5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$431M +$15.9M +71,493 +4%
BG
46
Bahl & Gaynor
Ohio
$405M -$5.39M -24,286 -1%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$356M +$5.19M +23,395 +1%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$352M -$5.32K -24 -1%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$333M -$22.4M -100,848 -6%
Impax Asset Management Group
50
Impax Asset Management Group
United Kingdom
$328M -$58M -261,439 -14%

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.