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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
BBA
1226
Braun-Bostich & Associates
Pennsylvania
$258K -$38.6K -174 -13%
PWM
1227
Pines Wealth Management
North Carolina
$258K +$274K +1,233 New
PL
1228
Parthenon LLC
Kentucky
$258K
HI
1229
Harbour Investments
Wisconsin
$257K +$5.55K +25 +2%
FNT
1230
First Nebraska Trust
Nebraska
$256K
WPP
1231
Whalerock Point Partners
Rhode Island
$256K
SC
1232
Sapient Capital
Indiana
$256K -$12.4K -56 -4%
CPA
1233
Court Place Advisors
Maryland
$255K -$33.3K -150 -11%
GFL
1234
Granite FO LLC
New Hampshire
$255K
PFA
1235
Pathway Financial Advisors
Vermont
$255K
PL
1236
Perpetual Ltd
Australia
$255K
SG
1237
StoneX Group
New York
$254K +$265K +1,196 New
IAS
1238
Insigneo Advisory Services
Florida
$254K -$63.9K -288 -19%
IA
1239
Intellus Advisors
Florida
$253K +$264K +1,191 New
NCM
1240
Northside Capital Management
Oregon
$252K
PPC
1241
Park Place Capital
Alabama
$251K -$7.76K -35 -3%
SB
1242
Sunflower Bank
Texas
$251K +$10.2K +46 +4%
QL
1243
Quarry LP
New York
$251K +$151K +682 +137%
BIAS
1244
Beacon Investment Advisory Services
New Jersey
$250K +$261K +1,176 New
HOWA
1245
Heritage Oak Wealth Advisors
Florida
$248K +$259K +1,169 New
MAWA
1246
Moss Adams Wealth Advisors
Washington
$245K +$23.5K +106 +10%
SIA
1247
Soltis Investment Advisors
Utah
$245K +$2.22K +10 +0.9%
SCP
1248
Sivia Capital Partners
California
$243K +$887 +4 +0.4%
RPSA
1249
Richard P. Slaughter Associates
Texas
$242K +$28.4K +128 +13%
SW
1250
Schulz Wealth
Texas
$241K

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.