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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
BW
901
Bison Wealth
Georgia
$651K +$193K +869 +40%
SWP
902
Stratos Wealth Partners
Ohio
$649K +$5.77K +26 +0.9%
AWA
903
Aaron Wealth Advisors
Illinois
$648K +$27.5K +124 +4%
CIA
904
Capital Investment Advisors
Georgia
$647K -$17.5K -79 -3%
VC
905
Vicus Capital
Pennsylvania
$646K +$339K +1,529 +101%
SCM
906
SOL Capital Management
Maryland
$644K
NSAM
907
North Star Asset Management
Wisconsin
$644K
EI
908
Ellevest Inc
New York
$643K -$62.6K -282 -9%
AWM
909
AE Wealth Management
Kansas
$639K -$39.9K -180 -6%
TPI
910
Trust Point Inc
Wisconsin
$638K +$21.1K +95 +3%
PP
911
PDS Planning
Ohio
$635K +$88.5K +399 +15%
FCI
912
Financial Counselors Inc
Kansas
$619K +$4.44K +20 +0.7%
MCM
913
McRae Capital Management
New Jersey
$616K
AWA
914
Arkadios Wealth Advisors
Georgia
$611K +$27.1K +122 +4%
SG
915
Strid Group
Pennsylvania
$610K
KA
916
Kearns & Associates
California
$607K
AWA
917
Archvest Wealth Advisors
California
$603K -$12.6K -57 -2%
SWM
918
Sterling Wealth Management
Illinois
$598K
JHP
919
James Hambro & Partners
United Kingdom
$597K +$49.9K +225 +9%
RCM
920
Requisite Capital Management
Texas
$597K
SPC
921
Spirepoint Private Client
Florida
$596K -$1.11K -5 -0.2%
AP
922
Adero Partners
California
$596K +$19.3K +87 +3%
MWM
923
Meritas Wealth Management
California
$596K
CWM
924
Cornerstone Wealth Management
Missouri
$596K +$622K +2,805 New
MA
925
Montag & Associates
Georgia
$595K

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.