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MRSH

Marsh

1,525 hedge funds and large institutions have $97B invested in Marsh in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 625 increasing their positions, 500 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

25% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 500

5% more capital invested

Capital invested by funds: $92.2B → $97B (+$4.79B)

4% more funds holding

Funds holding: 1,4701,525 (+55)

1% more call options, than puts

Call options by funds: $359M | Put options by funds: $355M

0.17% less ownership

Funds ownership: 88.71%88.54% (-0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,525
Holders Change
+55
Holders Change %
+3.74%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
137
Increased
625
Reduced
500
Closed
66
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1026
Journey Advisory Group
Kentucky
$405K
FAFN
1027
First Affirmative Financial Network
Colorado
$405K +$55.3K +249 +16%
NPF
1028
Norris Perne & French
Michigan
$402K
LGWM
1029
Litman Gregory Wealth Management
California
$402K
CSWM
1030
Cassady Schiller Wealth Management
Ohio
$401K
DA
1031
Dillon & Associates
Michigan
$401K
NHT
1032
New Hampshire Trust
New Hampshire
$397K
ML
1033
Mayport LLC
Massachusetts
$394K
RIL
1034
Rothschild Investment LLC
Illinois
$394K -$72.1K -325 -16%
HCP
1035
Hexagon Capital Partners
Arkansas
$392K +$20.6K +93 +6%
AF
1036
Advisornet Financial
Minnesota
$392K +$21.1K +95 +6%
CWM
1037
Cahaba Wealth Management
Georgia
$391K
ACM
1038
Advisors Capital Management
New Jersey
$391K +$14.4K +65 +4%
MA
1039
MCF Advisors
Kentucky
$389K +$2.22K +10 +0.6%
GWANC
1040
Guardian Wealth Advisors (North Carolina)
North Carolina
$389K +$131K +588 +51%
EL
1041
EWA LLC
Pennsylvania
$385K +$4.22K +19 +1%
CCP
1042
Clarkston Capital Partners
Michigan
$385K
UFF
1043
USA Financial Formulas
Michigan
$385K -$30.2K -136 -7%
OWA
1044
Outlook Wealth Advisors
Texas
$383K +$20.9K +94 +6%
DWA
1045
Douglass Winthrop Advisors
New York
$381K -$10.7K -48 -3%
TPW
1046
Talon Private Wealth
Florida
$381K +$379K +1,708 New
SWA
1047
SOA Wealth Advisors
New York
$381K -$5.99K -27 -2%
JFL
1048
Jarislowsky, Fraser Ltd
Quebec, Canada
$379K
CFP
1049
Catalyst Financial Partners
Massachusetts
$379K +$28.2K +127 +8%
VCP
1050
Verus Capital Partners
Arizona
$377K -$21.8K -98 -5%

MRSH Hedge Fund Activity: Q3 2024 in Review

1,525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2024, worth a combined $97B — up 5.2% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MRSH positions and 66 closed out — a net gain of 71 holders — while 625 added to existing stakes and 500 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $136M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $442M.

  • 1,525 institutional investors held Marsh (MRSH) as of Q3 2024, up from 1,470 in Q2 2024.
  • Funds reported $97B of Marsh stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 137 funds opened new Marsh positions in Q3 2024 and 66 closed out, a net change of +71 holders.
  • The largest Marsh buyer in Q3 2024 was Qube Research & Technologies (QRT), an estimated $136M added.
  • The largest Marsh seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.