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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
SGI
1126
Summit Global Investments
Utah
$323K -$2.88K -13 -0.8%
VF
1127
Virtu Financial
New York
$322K -$2.49M -11,238 -88%
NFC
1128
Northeast Financial Consultants
Connecticut
$322K
FH
1129
FWG Holdings
Florida
$321K +$79.6K +359 +32%
ECM
1130
ExodusPoint Capital Management
New York
$321K -$3.49M -15,752 -91%
JWWM
1131
Johnson & White Wealth Management
Pennsylvania
$320K +$336K +1,515 New
ACM
1132
Aster Capital Management
United Arab Emirates
$320K +$168K +756 +101%
FHA
1133
Flagship Harbor Advisors
Massachusetts
$319K -$22.2K -100 -6%
SIM
1134
Stratos Investment Management
Ohio
$319K -$22K -99 -6%
YIM
1135
Yoffe Investment Management
Pennsylvania
$319K +$333K +1,500 New
DMBA
1136
Deseret Mutual Benefit Administrators
Utah
$318K +$1.11K +5 +0.3%
JWCA
1137
J.W. Cole Advisors
Florida
$317K +$92.1K +415 +38%
BCG
1138
Breakwater Capital Group
New Jersey
$314K -$887 -4 -0.3%
LC
1139
Lindbrook Capital
California
$312K +$444 +2 +0.1%
DWM
1140
Drive Wealth Management
Utah
$310K +$4.44K +20 +1%
APW
1141
Austin Private Wealth
Texas
$310K +$49.5K +223 +18%
Fayez Sarofim & Co
1142
Fayez Sarofim & Co
Texas
$308K
RT
1143
Rockland Trust
Massachusetts
$307K -$17.7K -80 -5%
PWMG
1144
Prestige Wealth Management Group
New Jersey
$306K +$16.2K +73 +5%
WCM
1145
WealthBridge Capital Management
Ohio
$306K +$73K +329 +30%
RCAG
1146
Rehmann Capital Advisory Group
Michigan
$305K +$8.43K +38 +3%
UB
1147
Umpqua Bank
Oregon
$305K +$4.44K +20 +1%
BI
1148
Bolthouse Investments
California
$305K +$319K +1,436 New
BONH
1149
Bank of New Hampshire
New Hampshire
$305K
PP
1150
PFS Partners
New Jersey
$305K

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.