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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
Franklin Resources
76
Franklin Resources
California
$197M +$170M +765,696 +473%
FPP
77
Findlay Park Partners
United Kingdom
$189M -$222K -1,000 -0.1%
PCH
78
Polar Capital Holdings
United Kingdom
$186M -$27.1M -122,375 -12%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$185M -$21.2M -95,400 -10%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$182M +$2.01M +9,043 +1%
Principal Financial Group
81
Principal Financial Group
Iowa
$178M -$680K -3,064 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
82
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$176M -$42.5M -191,523 -19%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$173M -$12.4M -55,818 -6%
CGPCS
84
Capital Group Private Client Services
California
$169M +$1.8M +8,112 +1%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$169M +$15.1M +68,069 +9%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$168M +$6.53M +29,431 +4%
Millennium Management
87
Millennium Management
New York
$165M +$135M +607,481 +360%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$164M +$45.3M +204,130 +36%
MG
89
Markel Group
Virginia
$156M +$2.88M +13,000 +2%
MBI
90
Montrusco Bolton Investments
Quebec, Canada
$156M -$129M -579,432 -44%
Credit Agricole
91
Credit Agricole
France
$143M +$18.1M +81,432 +14%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$143M -$1.62M -7,294 -1%
AssetMark Inc
93
AssetMark Inc
California
$142M +$2.96M +13,333 +2%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$142M +$25.2M +113,406 +20%
CAM
95
Close Asset Management
United Kingdom
$142M
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$139M +$5.6M +25,256 +4%
RG
97
Rathbones Group
United Kingdom
$139M +$15.7M +70,682 +12%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$137M -$3.69M -16,611 -2%
WorldQuant Millennium Advisors
99
WorldQuant Millennium Advisors
New York
$131M +$110M +495,938 +413%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$125M +$104K +469 +0.1%

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.