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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
AG
476
AIA Group
Hong Kong
$4.69M +$1.08M +4,881 +28%
PIM
477
Plato Investment Management
Australia
$4.67M +$604K +2,721 +14%
AT
478
American Trust
Kentucky
$4.65M -$62.1K -280 -1%
AWM
479
Axxcess Wealth Management
California
$4.58M -$44.6K -201 -0.9%
EPIM
480
Evelyn Partners Investment Management
$4.52M +$4.72M +21,293 New
BHCM
481
Brevan Howard Capital Management
Jersey
$4.51M +$286K +1,287 +6%
MIF
482
Mediolanum International Funds
Ireland
$4.49M +$4.71M +21,214 New
CI
483
Conning Inc
Connecticut
$4.45M +$81.9K +369 +2%
EL
484
Essex LLC
Illinois
$4.42M -$271K -1,220 -6%
NB
485
Norinchukin Bank
Japan
$4.41M +$260K +1,173 +6%
OAC
486
OMERS Administration Corp
Ontario, Canada
$4.37M +$775K +3,495 +20%
SAM
487
Sompo Asset Management
Japan
$4.31M -$220K -990 -5%
RC
488
RBF Capital
California
$4.25M
OIA
489
OneDigital Investment Advisors
Kansas
$4.23M +$1.11M +5,018 +34%
LI
490
Lafayette Investments
Maryland
$4.23M -$35.5K -160 -0.8%
PAS
491
Park Avenue Securities
New York
$4.22M +$1.63M +7,351 +59%
BWP
492
Burling Wealth Partners
Illinois
$4.2M +$4.39M +19,775 New
ATC
493
Argent Trust Co
Tennessee
$4.17M +$17.7K +80 +0.4%
TCA
494
Transcend Capital Advisors
New Jersey
$4.13M +$25.7K +116 +0.6%
OAM
495
Occidental Asset Management
California
$4.11M +$345K +1,555 +9%
GI
496
GAMCO Investors
Connecticut
$4.1M -$33.3K -150 -0.8%
SEM
497
Suncoast Equity Management
Florida
$4.08M +$98.9K +446 +2%
PCG
498
Prosperity Consulting Group
Maryland
$4.04M +$320K +1,444 +8%
FBT
499
First Bankers Trust
Kentucky
$4.04M +$48.6K +219 +1%
CWP
500
Cyndeo Wealth Partners
Florida
$4M +$135K +609 +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.