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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
SFA
551
Souders Financial Advisors
Ohio
$2.9M -$1.08M -4,878 -26%
BIP
552
Bouvel Investment Partners
Pennsylvania
$2.89M +$33.9K +153 +1%
P
553
Pitcairn
Pennsylvania
$2.88M -$211K -949 -7%
CG
554
Caprock Group
Idaho
$2.88M +$66.8K +301 +2%
PCM
555
Prana Capital Management
Connecticut
$2.88M +$3.01M +13,562 New
RWA
556
River Wealth Advisors
Pennsylvania
$2.87M -$82.8K -373 -3%
LFG
557
Larson Financial Group
Missouri
$2.86M +$394K +1,777 +15%
HFS
558
Hantz Financial Services
Michigan
$2.81M -$886K -3,994 -23%
SF
559
Summit Financial
New Jersey
$2.77M +$82.1K +370 +3%
MF
560
Magnetar Financial
Illinois
$2.73M -$3.4M -15,314 -54%
KB
561
Kimelman & Baird
New York
$2.72M -$22.2K -100 -0.8%
BLC
562
Brown, Lisle/Cummings
Rhode Island
$2.72M
MMA
563
Miracle Mile Advisors
California
$2.72M -$132K -594 -4%
GSC
564
G&S Capital
Colorado
$2.7M -$56.8K -256 -2%
IWA
565
Icon Wealth Advisors
Texas
$2.7M +$12.9K +58 +0.5%
PAG
566
Private Advisor Group
New Jersey
$2.69M -$315K -1,421 -10%
PTC
567
Private Trust Company
Ohio
$2.67M +$8.87K +40 +0.3%
LOAMS
568
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.67M +$253K +1,142 +10%
VT
569
Vise Technologies
New York
$2.66M +$705K +3,178 +34%
OBAM
570
ODDO BHF Asset Management
France
$2.66M +$493K +2,223 +22%
Cambridge Investment Research Advisors
571
Cambridge Investment Research Advisors
Iowa
$2.65M +$23.5K +106 +0.9%
MNBTD
572
Moody National Bank Trust Division
Texas
$2.63M -$146K -658 -5%
HIC
573
Hartline Investment Corp
Illinois
$2.61M -$332K -1,498 -11%
BF
574
BOK Financial
Oklahoma
$2.6M +$51.5K +232 +2%
FT
575
Fiduciary Trust
Massachusetts
$2.58M -$165K -744 -6%

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.