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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
ANTB
826
AMG National Trust Bank
Colorado
$818K
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$808K +$237K +1,070 +39%
FB
828
Fulton Bank
Pennsylvania
$805K -$17.3K -78 -2%
QWP
829
Quotient Wealth Partners
Texas
$798K -$49.3K -222 -6%
MGIA
830
Matthew Goff Investment Advisor
Texas
$796K
V
831
VeraBank
Texas
$795K -$6.66K -30 -0.8%
WPIC
832
White Pine Investment Company
Michigan
$795K -$14.4K -65 -2%
NC
833
Napatree Capital
Rhode Island
$794K +$29.9K +135 +4%
WJWM
834
Williams Jones Wealth Management
New York
$791K
SI
835
Stephens Inc
Arkansas
$791K -$31.7K -143 -4%
SRWM
836
Shira Ridge Wealth Management
California
$790K +$4.88K +22 +0.6%
MTIC
837
Missouri Trust & Investment Company
Missouri
$790K -$32.8K -148 -4%
HCM
838
Hutchinson Capital Management
California
$780K
PCS
839
Personal CFO Solutions
New Jersey
$778K -$51.5K -232 -6%
ATS
840
Ashton Thomas Securities
New York
$771K +$680K +3,065 +544%
CT
841
Caldwell Trust
Florida
$768K -$11.1K -50 -1%
OAM
842
Oxford Asset Management
United Kingdom
$768K +$434K +1,957 +118%
VIP
843
Vista Investment Partners
Oklahoma
$765K
FRA
844
Frank Rimerman Advisors
California
$763K -$887 -4 -0.1%
DWM
845
Dakota Wealth Management
Florida
$763K -$42.8K -193 -5%
EWA
846
EP Wealth Advisors
California
$761K +$76.1K +343 +11%
AFP
847
Ausdal Financial Partners
Iowa
$758K +$444 +2 +0.1%
LWCFA
848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$758K -$84.3K -380 -10%
FFS
849
Founders Financial Securities
Maryland
$756K +$39K +176 +5%
GL
850
Graypoint LLC
New York
$752K -$39.3K -177 -5%

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.