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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
MW
1101
Members Wealth
Pennsylvania
$344K +$334K +1,504 New
RMDI
1102
R.M. Davis Inc
Maine
$344K -$9.76K -44 -3%
PMFA
1103
Plante Moran Financial Advisors
Michigan
$342K
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$342K
PHAM
1105
Palisades Hudson Asset Management
Florida
$341K
PW
1106
PUREfi Wealth
Massachusetts
$339K +$355K +1,598 New
AW
1107
Alteri Wealth
California
$339K +$354K +1,595 New
CAM
1108
Carret Asset Management
New York
$338K
ACC
1109
Acorn Creek Capital
Colorado
$338K +$444 +2 +0.1%
TWA
1110
TCI Wealth Advisors
Arizona
$337K -$58.1K -262 -14%
TTWM
1111
TCV Trust & Wealth Management
Virginia
$337K
CM
1112
Capital Management
Virginia
$336K
FFP
1113
FourThought Financial Partners
Florida
$336K +$350K +1,579 New
AA
1114
Alta Advisers
United Kingdom
$335K +$25.5K +115 +8%
CTC
1115
Central Trust Company
Missouri
$335K -$3.99K -18 -1%
B
1116
Bailard
California
$333K +$7.32K +33 +2%
SAI
1117
Savvy Advisors Inc
New York
$333K -$309K -1,395 -47%
PFA
1118
Pure Financial Advisors
California
$331K -$236K -1,066 -41%
TWP
1119
Tyche Wealth Partners
Texas
$330K +$43.9K +198 +15%
TM
1120
TigerOak Management
New Mexico
$330K +$345K +1,553 New
OWM
1121
OneAscent Wealth Management
Alabama
$328K +$92.1K +415 +37%
DA
1122
Detalus Advisors
Missouri
$327K
VC
1123
Veracity Capital
Georgia
$326K -$3.11K -14 -0.9%
SW
1124
SlateStone Wealth
Florida
$325K -$9.76K -44 -3%
FWA
1125
FSM Wealth Advisors
Ohio
$324K +$25.5K +115 +8%

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.