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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
WCA
1051
Westover Capital Advisors
Delaware
$391K
CPIG
1052
Chicago Partners Investment Group
Illinois
$391K +$154K +695 +60%
CSWM
1053
Cassady Schiller Wealth Management
Ohio
$391K +$9.54K +43 +2%
CA
1054
Cornerstone Advisory
Maryland
$391K +$20.9K +94 +6%
ECM
1055
Evergreen Capital Management
Washington
$391K -$16.2K -73 -4%
RMCM
1056
Reynders McVeigh Capital Management
Massachusetts
$387K -$61K -275 -13%
LWP
1057
LeClair Wealth Partners
Ohio
$387K +$404K +1,821 New
DWP
1058
Daymark Wealth Partners
Ohio
$384K +$96.1K +433 +32%
TCM
1059
Tuttle Capital Management
Connecticut
$384K +$103K +464 +35%
NPF
1060
Norris Perne & French
Michigan
$383K
LGWM
1061
Litman Gregory Wealth Management
California
$382K
HDA
1062
Harold Davidson & Associates
California
$382K +$399K +1,800 New
DA
1063
Dillon & Associates
Michigan
$382K
NFC
1064
Northstar Financial Companies
Pennsylvania
$380K +$396K +1,787 New
NHT
1065
New Hampshire Trust
New Hampshire
$378K
CCMG
1066
Clark Capital Management Group
Pennsylvania
$377K +$60.1K +271 +18%
RIL
1067
Rothschild Investment LLC
Illinois
$377K +$1.55K +7 +0.4%
RFN
1068
RDA Financial Network
Iowa
$376K +$20.4K +92 +5%
GWANC
1069
Guardian Wealth Advisors (North Carolina)
North Carolina
$376K +$5.55K +25 +1%
ML
1070
Mayport LLC
Massachusetts
$375K
GI
1071
GLOBALT Investments
Georgia
$373K -$16K -72 -4%
CWM
1072
Cahaba Wealth Management
Georgia
$373K +$222 +1 +0.1%
DAS
1073
Dynamic Advisor Solutions
Arizona
$372K -$131K -590 -25%
MA
1074
MCF Advisors
Kentucky
$371K
EL
1075
EWA LLC
Pennsylvania
$370K +$666 +3 +0.2%

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.