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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
SSWM
1001
Smith Salley Wealth Management
North Carolina
$448K +$9.98K +45 +2%
CWC
1002
Carolinas Wealth Consulting
North Carolina
$447K -$2.44K -11 -0.5%
MWM
1003
Mosley Wealth Management
California
$446K
SHWM
1004
Smith & Howard Wealth Management
Georgia
$446K
SIA
1005
Schear Investment Advisers
Ohio
$446K +$52.6K +237 +13%
CCWM
1006
Cassaday & Co Wealth Management
Virginia
$446K
MFA
1007
Mayflower Financial Advisors
Massachusetts
$445K +$18.2K +82 +4%
CAM
1008
Congress Asset Management
Massachusetts
$443K
KIM
1009
Kestra Investment Management
Texas
$442K -$259K -1,167 -36%
OL
1010
Optas LLC
Texas
$440K +$28.2K +127 +7%
GWA
1011
Gratus Wealth Advisors
Virginia
$438K
BCM
1012
Brookstone Capital Management
Illinois
$437K -$4.66K -21 -1%
CAC
1013
Core Alternative Capital
Georgia
$437K
PI
1014
PFG Investments
New York
$434K -$82.3K -371 -15%
AAP
1015
Arax Advisory Partners
Colorado
$432K +$445K +2,005 +6,914%
MIM
1016
Merrion Investment Management
New Jersey
$431K
GIA
1017
Gladstone Institutional Advisory
Florida
$431K -$78.3K -353 -15%
SIM
1018
Sentry Investment Management
Wisconsin
$430K -$73.2K -330 -14%
GEM
1019
Global Endowment Management
North Carolina
$428K -$9.76K -44 -2%
CG
1020
Cynosure Group
Utah
$427K -$102K -461 -19%
KCM
1021
Kornitzer Capital Management
Kansas
$425K
SCI
1022
S&CO Inc
Massachusetts
$424K
Fisher Asset Management
1023
Fisher Asset Management
Washington
$424K +$185K +836 +72%
GFP
1024
Gryphon Financial Partners
Ohio
$422K -$18.2K -82 -4%
FMLI
1025
Fukoku Mutual Life Insurance
Japan
$422K

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.