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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
MCCP
1151
Mission Creek Capital Partners
California
$304K
AWM
1152
Angeles Wealth Management
California
$304K -$34.6K -156 -10%
XT
1153
XTX Topco
Cayman Islands
$304K +$317K +1,429 New
SW
1154
Simplicity Wealth
New Jersey
$303K +$53K +239 +20%
SIM
1155
Synergy Investment Management
Florida
$303K +$317K +1,427 New
DI
1156
Diligent Investors
California
$303K
JIC
1157
Joel Isaacson & Co
New York
$302K -$7.76K -35 -2%
CA
1158
Claro Advisors
Massachusetts
$302K +$24.8K +112 +9%
WWS
1159
Wellington Wealth Strategies
Indiana
$301K +$289K +1,304 New
MLRA
1160
Main Line Retirement Advisors
Montana
$301K +$222 +1 +0.1%
AAS
1161
Ameritas Advisory Services
Nebraska
$301K +$314K +1,417 New
ESB
1162
Essex Savings Bank
Connecticut
$301K -$4.44K -20 -1%
EHC
1163
Everett Harris & Co
California
$300K +$12.9K +58 +4%
FDCP
1164
Foster Dykema Cabot & Partners
Massachusetts
$298K
CWP
1165
Capital Wealth Planning
Florida
$297K -$43.5K -196 -12%
SGWM
1166
Sterling Group Wealth Management
California
$297K -$39K -176 -11%
MPPW
1167
Mitchell & Pahl Private Wealth
Oklahoma
$297K -$29.1K -131 -9%
PCM
1168
Pointe Capital Management
Michigan
$296K +$4.88K +22 +2%
CH
1169
Cromwell Holdings
Wyoming
$295K
VCA
1170
Verdence Capital Advisors
Maryland
$293K +$30.2K +136 +11%
TSWM
1171
Tyler-Stone Wealth Management
Ohio
$293K +$51.2K +231 +20%
RCP
1172
Rothschild Capital Partners
New York
$293K +$306K +1,380 New
VCP
1173
Verus Capital Partners
Arizona
$292K -$69.7K -314 -19%
MPI
1174
Mairs & Power Inc
Minnesota
$292K
KFC
1175
Klingenstein Fields & Co
New York
$291K

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.