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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
PFBT
1201
Parkside Financial Bank & Trust
Missouri
$271K +$20.4K +92 +8%
NPA
1202
Nichols & Pratt Advisers
Massachusetts
$271K
GAM
1203
Groupama Asset Management
France
$271K -$1.57M -7,056 -85%
CWG
1204
Cornerstone Wealth Group
North Carolina
$271K +$5.55K +25 +2%
MWA
1205
Medallion Wealth Advisors
Connecticut
$271K +$283K +1,275 New
VIA
1206
Victrix Investment Advisors
Florida
$270K +$282K +1,273 New
GAB
1207
German American Bancorp
Indiana
$270K -$16.2K -73 -5%
BB
1208
Busey Bank
Illinois
$269K -$16.9K -76 -6%
TCOV
1209
Trust Company of Vermont
Vermont
$268K +$183K +825 +189%
NEPPG
1210
New England Professional Planning Group
Rhode Island
$268K +$11.1K +50 +4%
GKWIM
1211
Gerber Kawasaki Wealth & Investment Management
California
$268K +$11.1K +50 +4%
IWA
1212
IBEX Wealth Advisors
New Jersey
$267K +$279K +1,259 New
RCA
1213
Resonant Capital Advisors
Wisconsin
$267K +$1.77K +8 +0.6%
TFCP
1214
Twin Focus Capital Partners
Massachusetts
$266K
BFWA
1215
Benchmark Financial Wealth Advisors
Florida
$266K +$887 +4 +0.3%
SMG
1216
Smart Money Group
Texas
$266K
NL
1217
NWAM LLC
Washington
$265K -$8.21K -37 -3%
WMA
1218
Wealth Management Associates
New Jersey
$264K +$32.2K +145 +13%
SAG
1219
SageView Advisory Group
California
$261K -$10.2K -46 -4%
BI
1220
Ballast Inc
Kentucky
$261K -$222 -1 -0.1%
GBT
1221
Grove Bank & Trust
Florida
$261K +$24.8K +112 +10%
HB
1222
HTLF Bank
Colorado
$259K -$17.7K -80 -6%
GPW
1223
Genesis Private Wealth
Virginia
$259K +$270K +1,218 New
EFM
1224
E Fund Management
China
$258K +$270K +1,216 New
DWAM
1225
Duncan Williams Asset Management
Tennessee
$258K +$270K +1,215 New

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.