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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
KRSITF
801
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$940K +$1.08M +4,874 +33%
WBC
802
Westpac Banking Corp
Australia
$930K +$82.8K +373 +9%
JSW
803
Journey Strategic Wealth
New Jersey
$929K +$3.55K +16 +0.4%
KWA
804
Kondo Wealth Advisors
California
$923K +$964K +4,345 New
ACM
805
Advance Capital Management
Michigan
$911K -$1.55K -7 -0.2%
Jones Financial Companies
806
Jones Financial Companies
Missouri
$909K +$534K +2,407 +129%
EIM
807
Essex Investment Management
Massachusetts
$906K
WWM
808
Western Wealth Management
Colorado
$906K +$49K +221 +5%
NP
809
Nilsine Partners
Colorado
$903K +$3.33K +15 +0.4%
FFA
810
Farther Finance Advisors
California
$878K -$2.22K -10 -0.2%
GAG
811
GM Advisory Group
New York
$864K -$28K -126 -3%
AUB
812
Atlantic Union Bankshares
Virginia
$856K
WWA
813
Wingate Wealth Advisors
Massachusetts
$854K +$892K +4,022 New
BIG
814
Brooklyn Investment Group
New York
$853K +$29.3K +132 +3%
AF
815
Allworth Financial
California
$847K -$25.5K -115 -3%
ACM
816
Allred Capital Management
Texas
$846K -$46.6K -210 -5%
SWA
817
SFMG Wealth Advisors
Texas
$843K +$887 +4 +0.1%
SIA
818
Schechter Investment Advisors
Michigan
$842K -$122K -548 -12%
BRWA
819
B. Riley Wealth Advisors
Florida
$841K -$104K -471 -11%
SCTC
820
Sanibel Captiva Trust Company
Florida
$840K +$170K +767 +24%
SB
821
Strategic Blueprint
Georgia
$834K +$2.22K +10 +0.3%
ML
822
McAdam LLC
Pennsylvania
$829K +$28.2K +127 +3%
TPA
823
Trivium Point Advisory
Connecticut
$822K -$18K -81 -2%
WP
824
Woodline Partners
California
$821K +$857K +3,864 New
TW
825
TrinityPoint Wealth
Connecticut
$819K -$2.66K -12 -0.3%

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.