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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
PCM
851
Penserra Capital Management
California
$751K +$265K +1,194 +51%
IA
852
Integrity Alliance
Iowa
$746K +$779K +3,510 New
MAM
853
MMA Asset Management
Pennsylvania
$744K
NCM
854
Noesis Capital Mangement
Florida
$743K
T
855
TrueFG
Texas
$743K
BOTPPF
856
Board of the Pension Protection Fund
United Kingdom
$743K +$776K +3,500 New
LFAS
857
Level Four Advisory Services
Texas
$743K +$24.2K +109 +3%
GCA
858
Genesee Capital Advisors
New York
$742K -$17.1K -77 -2%
BWM
859
Buckley Wealth Management
Nevada
$741K +$19.3K +87 +3%
Empower Advisory Group
860
Empower Advisory Group
Colorado
$741K +$33.7K +152 +5%
SG Americas Securities
861
SG Americas Securities
New York
$739K -$78.1M -352,192 -99%
BFM
862
Boothbay Fund Management
New York
$738K +$411K +1,852 +114%
SMA
863
Sage Mountain Advisors
Georgia
$735K -$46.4K -209 -6%
DAS
864
Diversify Advisory Services
Utah
$733K -$146K -659 -16%
RF
865
Rossby Financial
Florida
$724K +$756K +3,409 New
SA
866
SRN Advisors
Pennsylvania
$722K -$144K -647 -16%
PCIA
867
Prime Capital Investment Advisors
Kansas
$720K -$74.3K -335 -9%
WANY
868
Wealthspire Advisors (New York)
New York
$719K +$49.3K +222 +7%
LGF
869
LGT Group Foundation
Liechtenstein
$715K +$374K +1,686 +100%
CSPIA
870
Cary Street Partners Investment Advisory
Virginia
$714K -$6.35M -28,630 -89%
LS
871
Livforsakringsbolaget Skandia
Sweden
$708K -$22.2K -100 -3%
PCM
872
Polymer Capital Management
New York
$705K +$737K +3,320 New
CCG
873
Ceeto Capital Group
Florida
$701K +$66.6K +300 +10%
AFG
874
Atomi Financial Group
New York
$699K +$2.44K +11 +0.3%
RB
875
Rodgers Brothers
Pennsylvania
$690K

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.