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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
WG
1076
Winton Group
United Kingdom
$369K +$386K +1,739 New
KP
1077
Keel Point
Alabama
$369K -$71K -320 -16%
BAM
1078
Blueshift Asset Management
New Jersey
$369K +$73.2K +330 +23%
CCP
1079
Clarkston Capital Partners
Michigan
$366K
CFP
1080
Catalyst Financial Partners
Massachusetts
$366K +$5.32K +24 +1%
CRI
1081
Colonial River Investments
Virginia
$365K +$59.9K +270 +19%
SWA
1082
SOA Wealth Advisors
New York
$363K +$444 +2 +0.1%
DWA
1083
Douglass Winthrop Advisors
New York
$363K
TPW
1084
Talon Private Wealth
Florida
$363K
OP
1085
ORG Partners
Indiana
$363K +$76.1K +343 +25%
JFL
1086
Jarislowsky, Fraser Ltd
Quebec, Canada
$361K
AAMC
1087
Asset Allocation & Management Company
Illinois
$361K +$377K +1,700 New
MC
1088
Moors & Cabot
Massachusetts
$359K +$6.43K +29 +2%
SWA
1089
Stratos Wealth Advisors
Ohio
$358K +$88.1K +397 +31%
IP
1090
Investment Partners
Ohio
$358K +$13.1K +59 +4%
LFG
1091
Lockerman Financial Group
California
$358K +$9.54K +43 +3%
TW
1092
TritonPoint Wealth
Maryland
$356K +$372K +1,676 New
KC
1093
Kinloch Capital
Virginia
$355K
EW
1094
Evoke Wealth
California
$351K +$9.32K +42 +3%
FAFN
1095
First Affirmative Financial Network
Colorado
$350K -$36.2K -163 -9%
MWA
1096
Meridian Wealth Advisors
Texas
$349K +$666 +3 +0.2%
DWM
1097
Dechtman Wealth Management
Colorado
$347K +$222 +1 +0.1%
PCA
1098
Pallas Capital Advisors
Massachusetts
$345K +$87.2K +393 +32%
QIM
1099
Quantitative Investment Management
Virginia
$345K -$606K -2,731 -63%
NAAA
1100
New Age Alpha Advisors
New York
$345K +$339K +1,529 +1,644%

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.