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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
LWAM
751
Legacy Wealth Asset Management
Minnesota
$1.13M +$7.76K +35 +0.7%
WPA
752
West Paces Advisors
Georgia
$1.12M -$7.32K -33 -0.6%
SWP
753
Sagespring Wealth Partners
Tennessee
$1.12M +$1.16M +5,250 New
AFA
754
AA Financial Advisors
Ohio
$1.1M
AIP
755
Ameritas Investment Partners
Nebraska
$1.09M -$43.3K -195 -4%
1M
756
1248 Management
Missouri
$1.08M +$1.13M +5,107 New
BWS
757
Broadway Wealth Solutions
Texas
$1.08M +$1.13M +5,107 New
MMHP
758
Murphy Middleton Hinkle & Parker
Georgia
$1.08M
GIC
759
Generali Investments CEE
Czech Republic
$1.07M +$1.12M +5,060 New
CNBT
760
Canandaigua National Bank & Trust
New York
$1.07M -$31.3K -141 -3%
CI
761
Cigna Investments
Connecticut
$1.07M -$6.43K -29 -0.6%
EWA
762
EverSource Wealth Advisors
Alabama
$1.07M +$74.3K +335 +7%
NP
763
NorthRock Partners
Minnesota
$1.07M -$358K -1,612 -24%
BCM
764
Boltwood Capital Management
California
$1.06M -$24.2K -109 -2%
SCM
765
Stevens Capital Management
Pennsylvania
$1.05M +$1.1M +4,964 New
IWC
766
Integrated Wealth Concepts
Massachusetts
$1.05M +$100K +453 +10%
HPC
767
HM Payson & Co
Maine
$1.05M -$444 -2 -0%
LSAG
768
Lake Street Advisors Group
New Hampshire
$1.05M +$2.44K +11 +0.2%
BHWM
769
Bar Harbor Wealth Management
New Hampshire
$1.05M -$16.6K -75 -1%
JWM
770
JGP Wealth Management
Oregon
$1.04M +$32.4K +146 +3%
CFB
771
Cullen/Frost Bankers
Texas
$1.04M +$47.7K +215 +5%
WFI
772
West Family Investments
California
$1.04M -$24.8K -112 -2%
MCM
773
Manchester Capital Management
Vermont
$1.03M -$1.33K -6 -0.1%
CWM
774
Connecticut Wealth Management
Connecticut
$1.03M +$52.1K +235 +5%
IAN
775
Integrated Advisors Network
Texas
$1.03M +$12.9K +58 +1%

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.