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MRSH

Marsh

1,525 hedge funds and large institutions have $97B invested in Marsh in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 625 increasing their positions, 500 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

25% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 500

5% more capital invested

Capital invested by funds: $92.2B → $97B (+$4.79B)

4% more funds holding

Funds holding: 1,4701,525 (+55)

1% more call options, than puts

Call options by funds: $359M | Put options by funds: $355M

0.17% less ownership

Funds ownership: 88.71%88.54% (-0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,525
Holders Change
+55
Holders Change %
+3.74%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
137
Increased
625
Reduced
500
Closed
66
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
1251
Kingfisher Capital
North Carolina
$222K -$10.4K -47 -5%
MSWM
1252
McGlone Suttner Wealth Management
Wisconsin
$221K +$220K +989 New
RPWA
1253
Regent Peak Wealth Advisors
Georgia
$220K -$8.66K -39 -4%
AA
1254
Advisory Alpha
Michigan
$220K -$1.33K -6 -0.6%
BONST
1255
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$1.78K +8 +0.8%
AP
1256
Appleton Partners
Massachusetts
$218K
HWP
1257
Hibernia Wealth Partners
Louisiana
$218K -$6.66K -30 -3%
JCM
1258
Jacobi Capital Management
Pennsylvania
$217K +$216K +975 New
VCM
1259
Virtue Capital Management
Tennessee
$217K -$7.99K -36 -4%
GWMR
1260
GC Wealth Management RIA
Massachusetts
$216K -$15.5K -70 -7%
MA
1261
MONECO Advisors
Connecticut
$216K +$1.11K +5 +0.5%
MAM
1262
McLean Asset Management
Virginia
$215K -$666 -3 -0.3%
CFO
1263
CVA Family Office
Colorado
$214K +$5.11K +23 +2%
PDL
1264
Portfolio Design Labs
California
$213K -$209K -942 -50%
WA
1265
Wealthstream Advisors
New York
$213K +$212K +953 New
BA
1266
Bristlecone Advisors
Washington
$212K
MFIM
1267
Mesirow Financial Investment Management
Illinois
$212K +$211K +950 New
ST
1268
Sabal Trust
Florida
$212K +$211K +949 New
FP
1269
Fiduciary Planning
Florida
$212K +$211K +949 New
RP
1270
Riverwater Partners
Wisconsin
$211K -$5.55K -25 -3%
SWA
1271
Sax Wealth Advisors
New Jersey
$211K +$210K +944 New
HIG
1272
Heritage Investment Group
Florida
$210K +$209K +941 New
MWM
1273
Meridian Wealth Management
Kentucky
$209K +$208K +938 New
MCWA
1274
Meadow Creek Wealth Advisors
Georgia
$209K +$208K +936 New
HBS
1275
Howard Bailey Securities
Indiana
$207K +$206K +929 New

MRSH Hedge Fund Activity: Q3 2024 in Review

1,525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2024, worth a combined $97B — up 5.2% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MRSH positions and 66 closed out — a net gain of 71 holders — while 625 added to existing stakes and 500 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $136M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $442M.

  • 1,525 institutional investors held Marsh (MRSH) as of Q3 2024, up from 1,470 in Q2 2024.
  • Funds reported $97B of Marsh stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 137 funds opened new Marsh positions in Q3 2024 and 66 closed out, a net change of +71 holders.
  • The largest Marsh buyer in Q3 2024 was Qube Research & Technologies (QRT), an estimated $136M added.
  • The largest Marsh seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.