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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
EH
951
Equitable Holdings
New York
$541K +$106K +477 +23%
MCM
952
Mattern Capital Management
Colorado
$538K +$71.9K +324 +15%
PA
953
Procyon Advisors
Connecticut
$536K +$26.6K +120 +5%
OIAM
954
OFI Invest Asset Management
France
$531K +$575K +2,591 New
BCB
955
Brian C. Broderick
$531K
NFG
956
Nations Financial Group
Iowa
$529K +$30.4K +137 +6%
AIP
957
ARS Investment Partners
New York
$526K
SWAG
958
Spectrum Wealth Advisory Group
California
$522K +$545K +2,457 New
AC
959
ASB Consultores
Florida
$521K +$22.9K +103 +4%
ALAM
960
Asahi Life Asset Management
Japan
$518K -$35.5K -160 -6%
AWM
961
Aberdeen Wealth Management
Illinois
$517K
GT
962
Glenview Trust
Kentucky
$516K +$2K +9 +0.4%
WKWM
963
Walter & Keenan Wealth Management
Indiana
$515K +$666 +3 +0.1%
EHWM
964
Eads & Heald Wealth Management
Georgia
$515K -$22.2K -100 -4%
GM
965
GeoWealth Management
Illinois
$511K -$53.5K -241 -9%
PIM
966
Penobscot Investment Management
Massachusetts
$508K
PMSA
967
Patrick M. Sweeney & Associates
Illinois
$503K
GA
968
Geller Advisors
New York
$502K -$18.6K -84 -3%
SWM
969
Stockman Wealth Management
Montana
$501K
PIA
970
Powell Investment Advisors
Florida
$501K
BEAM
971
Baker Ellis Asset Management
Washington
$499K +$88.7K +400 +21%
AWM
972
Aprio Wealth Management
Georgia
$498K +$101K +456 +24%
CAM
973
Chesapeake Asset Management
New York
$498K -$444 -2 -0.1%
KIG
974
Kessler Investment Group
Indiana
$496K -$35.3K -159 -6%
DOA
975
D'Orazio & Associates
Virginia
$496K -$3.11K -14 -0.6%

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.