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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
CL
526
Choreo LLC
Illinois
$3.41M +$67.7K +305 +2%
SIA
527
Strategic Investment Advisors
Michigan
$3.36M -$3.99K -18 -0.1%
AC
528
Allstate Corporation
Illinois
$3.36M +$3.51M +15,805 New
FCBT
529
First Citizens Bank & Trust
North Carolina
$3.34M -$89.4K -403 -2%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$3.31M +$1.55K +7 +0%
VSQM
531
V-Square Quantitative Management
Illinois
$3.29M +$327K +1,472 +10%
KA
532
Kintegral Advisory
New York
$3.29M -$160K -722 -4%
BCM
533
Bayesian Capital Management
New York
$3.21M +$3.36M +15,125 New
ETC
534
Exchange Traded Concepts
Oklahoma
$3.2M +$82.1K +370 +3%
KWM
535
Kingsview Wealth Management
Oregon
$3.19M +$20.9K +94 +0.6%
VA
536
Vident Advisory
Georgia
$3.18M +$274K +1,234 +9%
AG
537
Algert Global
California
$3.15M -$41K -185 -1%
SDIC
538
South Dakota Investment Council
South Dakota
$3.11M
SM
539
Sciencast Management
New Jersey
$3.04M +$401K +1,809 +14%
ET
540
Entropy Technologies
New York
$3.03M +$2.32M +10,473 +275%
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$2.99M
UHC
542
Union Heritage Capital
Michigan
$2.99M
HWM
543
HB Wealth Management
Georgia
$2.98M +$308K +1,389 +11%
First Manhattan
544
First Manhattan
New York
$2.98M +$470K +2,118 +18%
AWM
545
Accurate Wealth Management
Florida
$2.98M -$22.6K -102 -0.7%
LA
546
Lindenwold Advisors
Pennsylvania
$2.98M -$211K -950 -6%
SLI
547
Sumitomo Life Insurance
Japan
$2.94M -$50.6K -228 -2%
UCFA
548
United Capital Financial Advisors
Texas
$2.92M -$35.3K -159 -1%
FCH
549
Freestone Capital Holdings
Washington
$2.91M -$12.2K -55 -0.4%
DWM
550
Dynasty Wealth Management
Florida
$2.9M +$153K +688 +5%

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.