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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
AC
926
Avestar Capital
New York
$595K +$41.7K +188 +7%
MLA
927
My Legacy Advisors
Oregon
$592K +$73.7K +332 +14%
Group One Trading
928
Group One Trading
Illinois
$592K +$618K +2,787 New
FA
929
Faithward Advisors
Pennsylvania
$590K +$113K +508 +22%
SL
930
SWMG LLC
Texas
$589K -$2K -9 -0.3%
FFA
931
Florida Financial Advisors
Florida
$588K +$70.1K +316 +13%
NVIM
932
New Vernon Investment Management
Illinois
$584K +$1.62M +7,313 New
4WM
933
44 Wealth Management
Oregon
$584K -$50.6K -228 -8%
IC
934
Iconiq Capital
California
$583K +$282K +1,271 +86%
WPW
935
Warther Private Wealth
Ohio
$582K -$13.3K -60 -2%
CCA
936
Coign Capital Advisors
Utah
$581K +$607K +2,735 New
AT
937
Avalon Trust
New Mexico
$576K +$585K +2,636 +3,379%
DFG
938
Delta Financial Group
New Jersey
$575K +$601K +2,708 New
SWP
939
Strategic Wealth Partners
Ohio
$567K +$93.2K +420 +21%
PPWP
940
Premier Path Wealth Partners
New Jersey
$565K -$222 -1 -0%
CAI
941
Capital Advisors Inc
Oklahoma
$564K
AWA
942
Amplius Wealth Advisors
Pennsylvania
$561K
BRM
943
Boston Research & Management
Massachusetts
$556K
GCP
944
GSA Capital Partners
United Kingdom
$555K +$580K +2,613 New
DWM
945
Dogwood Wealth Management
Kansas
$550K +$71K +320 +14%
CWM
946
C2C Wealth Management
Arizona
$548K
TSS
947
Two Sigma Securities
New York
$548K +$122K +550 +27%
TA
948
TFB Advisors
Kansas
$547K +$11.3K +51 +2%
LCGC
949
Legacy Capital Group California
California
$545K -$887 -4 -0.2%
PFS
950
Prospera Financial Services
Texas
$545K +$8.43K +38 +2%

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.