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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
PVI
1026
Pine Valley Investments
New Jersey
$421K -$887 -4 -0.2%
SWM
1027
SeaCrest Wealth Management
New York
$417K +$16.4K +74 +4%
KCM
1028
Kanawha Capital Management
Virginia
$416K
WCM
1029
Wallace Capital Management
Texas
$416K
AP
1030
Advisors Preferred
Maryland
$415K -$117K -528 -21%
AWM
1031
Avior Wealth Management
Nebraska
$415K -$18.2K -82 -4%
CFG
1032
CKW Financial Group
Hawaii
$412K +$887 +4 +0.2%
BAM
1033
Berkshire Asset Management
Pennsylvania
$408K +$40.4K +182 +11%
RBC
1034
Roble Belko & Company
Pennsylvania
$406K
PA
1035
Prossimo Advisors
California
$406K +$18.4K +83 +5%
JAG
1036
Journey Advisory Group
Kentucky
$405K
LAM
1037
L2 Asset Management
Massachusetts
$404K -$11.3K -51 -3%
DFCM
1038
Dark Forest Capital Management
Puerto Rico
$403K -$810K -3,650 -66%
HCP
1039
Hexagon Capital Partners
Arkansas
$401K +$28.2K +127 +7%
MWM
1040
Modera Wealth Management
New Jersey
$400K +$10.2K +46 +3%
APW
1041
Acima Private Wealth
Virginia
$400K
OCG
1042
Opus Capital Group
Ohio
$399K -$91.6K -413 -18%
AWA
1043
AGH Wealth Advisors
Kansas
$398K +$415K +1,872 New
UB
1044
UMB Bank
Missouri
$396K +$87.2K +393 +27%
EB
1045
Eastern Bank
Massachusetts
$395K -$18K -81 -4%
LJHT
1046
Laurie J. Hall Trustee
$395K
IAIM
1047
International Assets Investment Management
Florida
$395K -$94.5M -425,895 -100%
HWMO
1048
Heritage Wealth Management (Ohio)
Ohio
$393K
WCWM
1049
Willow Creek Wealth Management
California
$393K -$20.2K -91 -5%
GC
1050
Gilbert & Cook
Iowa
$392K

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.