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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
S
626
SignatureFD
Georgia
$2.02M -$26.2K -118 -1%
FRA
627
Front Row Advisors
California
$2M
CCG
628
Chatham Capital Group
Georgia
$1.98M -$41K -185 -2%
RWM
629
Ritholtz Wealth Management
New York
$1.95M -$20K -90 -1%
QCG
630
Quadrant Capital Group
Ohio
$1.94M -$9.32K -42 -0.5%
MGIA
631
Moneta Group Investment Advisors
Missouri
$1.94M +$26K +117 +1%
RAM
632
Readystate Asset Management
Illinois
$1.93M +$1.66M +7,464 +454%
GC
633
Grimes & Company
Massachusetts
$1.93M -$54.1K -244 -3%
SC
634
Savant Capital
Illinois
$1.92M +$68.8K +310 +4%
AWS
635
Atria Wealth Solutions
New York
$1.91M +$94.3K +425 +5%
JFG
636
Jefferies Financial Group
New York
$1.91M +$1.99M +8,975 New
I
637
InceptionR
California
$1.91M +$1.19M +5,347 +147%
UF
638
Univest Financial
Pennsylvania
$1.89M -$88.5K -399 -4%
QI
639
Qtron Investments
Massachusetts
$1.88M -$200K -900 -9%
ASN
640
Advisory Services Network
Georgia
$1.88M +$111K +502 +6%
BTWM
641
Brass Tax Wealth Management
Ohio
$1.86M +$1.11K +5 +0.1%
BJL
642
Brighton Jones LLC
Washington
$1.86M +$657K +2,960 +51%
A
643
AlphaQuest
New York
$1.86M -$1.21M -5,448 -38%
HH
644
Hilltop Holdings
Texas
$1.85M +$68.3K +308 +4%
CWM
645
Congress Wealth Management
Massachusetts
$1.85M +$1.14M +5,142 +145%
DBIA
646
Dumont & Blake Investment Advisors
New Jersey
$1.84M -$262K -1,180 -12%
RWB
647
RMR Wealth Builders
New Jersey
$1.83M -$8.43K -38 -0.4%
TPCW
648
TD Private Client Wealth
New York
$1.83M +$75.4K +340 +4%
WF
649
Welch & Forbes
Massachusetts
$1.83M -$1.02M -4,580 -35%
Walleye Trading
650
Walleye Trading
New York
$1.79M +$1.58M +7,116 +552%

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.