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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
FFM
876
Forum Financial Management
Illinois
$689K +$126K +570 +21%
TCBWMS
877
Texas Capital Bank Wealth Management Services
Texas
$689K -$137K -619 -16%
KBFS
878
Kohmann Bosshard Financial Services
Ohio
$689K
PCP
879
Proficio Capital Partners
Massachusetts
$689K +$206K +928 +40%
NAS
880
Nicolet Advisory Services
Wisconsin
$689K +$80.8K +364 +12%
CGL
881
Clarius Group LLC
Washington
$687K -$91.6K -413 -11%
PAM
882
Parvin Asset Management
South Dakota
$686K +$717K +3,230 New
CAMG
883
CWA Asset Management Group
Florida
$685K -$666 -3 -0.1%
CIC
884
Chilton Investment Company
Connecticut
$684K +$33.7K +152 +5%
WFPG
885
Waller Financial Planning Group
Ohio
$680K +$2.44K +11 +0.3%
DSC
886
Duncker Streett & Co
Missouri
$680K
SI
887
Sava Infond
Slovenia
$680K +$710K +3,200 New
RS
888
R Squared
Hong Kong
$678K +$708K +3,190 New
BFA
889
Bill Few Associates
Pennsylvania
$670K -$3.77K -17 -0.5%
OFG
890
OmniStar Financial Group
North Carolina
$670K -$8.65K -39 -1%
DWM
891
Defined Wealth Management
Oregon
$669K +$1.11K +5 +0.2%
MA
892
Mutual Advisors
Nebraska
$669K +$46.8K +211 +7%
GIA
893
Gateway Investment Advisers
Ohio
$663K -$48.8K -220 -7%
TWM
894
Thrive Wealth Management
Pennsylvania
$662K -$3.77K -17 -0.5%
PCH
895
PGIM Custom Harvest
New Jersey
$659K +$196K +883 +40%
HCM
896
Howard Capital Management
Georgia
$658K +$32.8K +148 +5%
WPW
897
Waldron Private Wealth
Pennsylvania
$658K -$20.2K -91 -3%
NWAG
898
Net Worth Advisory Group
Utah
$658K +$1.11K +5 +0.2%
DIM
899
Delta Investment Management
California
$654K +$24.2K +109 +4%
FIA
900
Foundations Investment Advisors
Arizona
$651K -$20.4K -92 -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.