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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
AM
501
AGF Management
Ontario, Canada
$4M -$763K -3,438 -15%
MCB
502
Morton Community Bank
Illinois
$3.92M +$31.1K +140 +0.8%
WIA
503
World Investment Advisors
California
$3.87M +$221K +998 +6%
N
504
Natixis
France
$3.8M -$69.6M -313,652 -95%
CAM
505
Cresset Asset Management
Illinois
$3.78M -$5.65M -25,485 -59%
MBTD
506
Mechanics Bank - Trust Department
California
$3.76M +$58.6K +264 +2%
KAS
507
Kestra Advisory Services
Texas
$3.76M -$437K -1,971 -10%
CA
508
Commerzbank Aktiengesellschaft
Germany
$3.75M +$1M +4,525 +34%
NICM
509
Neo Ivy Capital Management
New York
$3.73M +$3.3M +14,880 +559%
RCIM
510
Red Cedar Investment Management
Michigan
$3.72M
PD
511
Point72 (DIFC)
United Arab Emirates
$3.72M -$2.14M -9,659 -36%
MFG
512
Merit Financial Group
Georgia
$3.69M +$1.88M +8,487 +95%
HT
513
Heritage Trust
Oklahoma
$3.67M +$3.83M +17,279 New
BCM
514
Becker Capital Management
Oregon
$3.66M
BIM
515
Brentview Investment Management
Illinois
$3.63M +$3.8M +17,113 New
EF
516
Empirical Finance
Pennsylvania
$3.58M -$50.1K -226 -1%
BTI
517
Blue Trust Inc
Georgia
$3.57M -$728K -3,281 -16%
NW
518
NewEdge Wealth
Pennsylvania
$3.55M -$49.5K -223 -1%
AF
519
Alerus Financial
North Dakota
$3.54M -$374K -1,684 -9%
DS
520
DRW Securities
Illinois
$3.53M +$3.68M +16,600 New
AG
521
Ascent Group
Virginia
$3.49M +$130K +584 +4%
Federated Hermes
522
Federated Hermes
Pennsylvania
$3.49M +$35.7K +161 +1%
CPCPP
523
Canada Post Corporation Pension Plan
Canada
$3.46M +$3.61M +16,283 New
Nomura Holdings
524
Nomura Holdings
Japan
$3.44M +$3.35M +15,084 +1,376%
ECM
525
Everence Capital Management
Indiana
$3.42M +$1.39M +6,260 +63%

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.