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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
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$32.2K -145 -2%
MOS
727
MGO One Seven
Ohio
$1.24M +$209K +940 +19%
LI
728
Louisbourg Investments
New Brunswick, Canada
$1.24M +$732K +3,300 +67%
DDC
729
DF Dent & Co
Maryland
$1.22M +$10.9K +49 +0.9%
NAMNJ
730
NorthStar Asset Management (New Jersey)
New Jersey
$1.22M +$136K +613 +12%
PFG
731
Prosperity Financial Group
California
$1.22M +$47.9K +216 +4%
AFS
732
Access Financial Services
Minnesota
$1.22M +$1.28M +5,756 New
SAM
733
Shell Asset Management
Netherlands
$1.22M +$49.5K +223 +4%
GRP
734
Global Retirement Partners
California
$1.22M +$13.8K +62 +1%
IIC
735
Ironwood Investment Counsel
Arizona
$1.21M -$6.43K -29 -0.5%
EWM
736
Empirical Wealth Management
Washington
$1.21M +$9.98K +45 +0.8%
TAM
737
Trust Asset Management
Texas
$1.21M
GS
738
GTS Securities
New York
$1.2M +$435K +1,962 +53%
KPP
739
Kings Path Partners
Texas
$1.19M
AWM
740
Aries Wealth Management
Maine
$1.19M -$1.77K -8 -0.1%
CFAM
741
Center For Asset Management
Florida
$1.18M +$16.2K +73 +1%
UAML
742
US Asset Management LLC
Pennsylvania
$1.18M -$25.5K -115 -2%
FW
743
FullCircle Wealth
Texas
$1.18M -$35.1K -158 -3%
NRS
744
Neville Rodie & Shaw
New York
$1.18M
VFA
745
Valeo Financial Advisors
Indiana
$1.17M +$29.1K +131 +2%
OC
746
Oppenheimer & Co
New York
$1.17M -$5.1K -23 -0.4%
DADC
747
D.A. Davidson & Co
Montana
$1.16M -$39.9K -180 -3%
TC
748
TwinBeech Capital
New York
$1.14M -$8M -36,059 -87%
DA
749
Dover Advisors
Virginia
$1.14M -$4.44K -20 -0.4%
KCM
750
Kathmere Capital Management
Pennsylvania
$1.14M -$80.3K -362 -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.