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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
CC
676
Courier Capital
New York
$1.56M -$595K -2,684 -27%
WPC
677
Wedmont Private Capital
Pennsylvania
$1.55M +$25.1K +113 +2%
MCM
678
MAI Capital Management
Ohio
$1.54M +$28.6K +129 +2%
MSA
679
MUFG Securities Americas
New York
$1.54M +$1.61M +7,251 New
Walleye Capital
680
Walleye Capital
New York
$1.54M -$2.32M -10,467 -59%
TH
681
TCTC Holdings
Texas
$1.53M +$7.1K +32 +0.4%
PA
682
Profund Advisors
Maryland
$1.53M -$128K -579 -7%
TSW
683
Thompson Siegel & Walmsley
Virginia
$1.52M -$1.77K -8 -0.1%
NSB
684
Norway Savings Bank
Maine
$1.52M -$7.54K -34 -0.5%
WA1
685
Wimmer Associates 1
California
$1.51M -$103K -465 -6%
LNB
686
Ledyard National Bank
$1.5M +$702K +3,164 +82%
DLA
687
Douglas Lane & Associates
New York
$1.49M +$487K +2,194 +46%
PA
688
Parallel Advisors
California
$1.49M -$12.2K -55 -0.8%
FPAS
689
Focus Partners Advisor Solutions
Missouri
$1.48M +$253K +1,142 +20%
RFP
690
RCS Financial Planning
Maryland
$1.47M
BMCM
691
Bryn Mawr Capital Management
Pennsylvania
$1.45M -$82.8K -373 -5%
UBG
692
United Bank (Georgia)
Georgia
$1.44M +$107K +483 +8%
PBT
693
Pictet Bank & Trust
Bahamas
$1.42M +$1.49M +6,696 New
ST
694
Smithfield Trust
Pennsylvania
$1.42M
GF
695
Gries Financial
Ohio
$1.42M +$112K +504 +8%
DA
696
Drake & Associates
Wisconsin
$1.42M +$727K +3,279 +111%
PGAM
697
Princeton Global Asset Management
New Jersey
$1.42M +$1.48M +6,668 New
SCM
698
Shelton Capital Management
Colorado
$1.4M
BWAM
699
Boyd Watterson Asset Management
Ohio
$1.4M -$34.6K -156 -2%
EFS
700
Essex Financial Services
Connecticut
$1.38M +$687K +3,098 +91%

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.