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MRSH

Marsh

1,525 hedge funds and large institutions have $97B invested in Marsh in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 625 increasing their positions, 500 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

25% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 500

5% more capital invested

Capital invested by funds: $92.2B → $97B (+$4.79B)

4% more funds holding

Funds holding: 1,4701,525 (+55)

1% more call options, than puts

Call options by funds: $359M | Put options by funds: $355M

0.17% less ownership

Funds ownership: 88.71%88.54% (-0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,525
Holders Change
+55
Holders Change %
+3.74%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
137
Increased
625
Reduced
500
Closed
66
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
776
Trust Company of Toledo
Ohio
$932K +$113K +508 +14%
FAIM
777
Financial Advocates Investment Management
Washington
$929K +$18.9K +85 +2%
FFA
778
Farther Finance Advisors
California
$925K -$39.7K -179 -4%
DAS
779
Diversify Advisory Services
Utah
$923K -$43.1K -194 -4%
VEA
780
Virtus ETF Advisers
New York
$906K +$902K +4,062 New
SA
781
SRN Advisors
Pennsylvania
$902K -$35.7K -161 -4%
WWM
782
Western Wealth Management
Colorado
$902K -$60.4K -272 -6%
AUB
783
Atlantic Union Bankshares
Virginia
$899K
PAS
784
Point72 Asia (Singapore)
Singapore
$897K +$842K +3,791 +1,634%
NBT
785
Northwest Bank & Trust
Iowa
$897K +$16.4K +74 +2%
AF
786
Allworth Financial
California
$895K +$9.1K +41 +1%
WBC
787
Westpac Banking Corp
Australia
$893K +$50.8K +229 +6%
IA
788
Icon Advisers
Colorado
$892K -$1.66M -7,500 -65%
TPA
789
Trivium Point Advisory
Connecticut
$891K +$119K +535 +16%
NPPM
790
North Point Portfolio Managers
Ohio
$891K +$887K +3,994 New
QWP
791
Quotient Wealth Partners
Texas
$888K -$9.32K -42 -1%
SWA
792
SFMG Wealth Advisors
Texas
$885K +$4.22K +19 +0.5%
WCA
793
Waypoint Capital Advisors
Minnesota
$883K +$7.77K +35 +0.9%
SB
794
Strategic Blueprint
Georgia
$874K +$53.3K +240 +7%
TSMHT
795
Thurston Springer Miller Herd & Titak
Indiana
$868K -$34.2K -154 -4%
PCS
796
Personal CFO Solutions
New Jersey
$868K -$20.6K -93 -2%
BIG
797
Brooklyn Investment Group
New York
$866K +$85.2K +384 +11%
LNB
798
Ledyard National Bank
$866K +$84.4K +380 +11%
FB
799
Fulton Bank
Pennsylvania
$863K +$7.33K +33 +0.9%
SI
800
Stephens Inc
Arkansas
$863K -$143K -645 -14%

MRSH Hedge Fund Activity: Q3 2024 in Review

1,525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2024, worth a combined $97B — up 5.2% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MRSH positions and 66 closed out — a net gain of 71 holders — while 625 added to existing stakes and 500 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $136M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $442M.

  • 1,525 institutional investors held Marsh (MRSH) as of Q3 2024, up from 1,470 in Q2 2024.
  • Funds reported $97B of Marsh stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 137 funds opened new Marsh positions in Q3 2024 and 66 closed out, a net change of +71 holders.
  • The largest Marsh buyer in Q3 2024 was Qube Research & Technologies (QRT), an estimated $136M added.
  • The largest Marsh seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.