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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
PDL
1251
Portfolio Design Labs
California
$240K +$38.6K +174 +18%
AIM
1252
Advyzon Investment Management
Illinois
$240K +$250K +1,128 New
WB
1253
WesBanco Bank
West Virginia
$239K +$4.66K +21 +2%
RTC
1254
Riverview Trust Company
Washington
$238K +$1.33K +6 +0.5%
BIP
1255
Blueprint Investment Partners
North Carolina
$238K +$248K +1,120 New
APP
1256
Avantax Planning Partners
Iowa
$238K -$2K -9 -0.8%
PSP
1257
Principal Street Partners
Tennessee
$238K +$14.2K +64 +6%
PWP
1258
Principle Wealth Partners
Connecticut
$237K
ECM
1259
EagleClaw Capital Management
Massachusetts
$237K
APWM
1260
Anchor Pointe Wealth Management
Missouri
$234K +$245K +1,106 New
AWE
1261
Avidian Wealth Enterprises
Texas
$233K -$3.33K -15 -1%
BWP
1262
BSW Wealth Partners
Colorado
$232K +$1.55K +7 +0.6%
JCM
1263
Jacobi Capital Management
Pennsylvania
$232K +$26K +117 +12%
MCWA
1264
Meadow Creek Wealth Advisors
Georgia
$231K +$33.7K +152 +16%
WS
1265
Wedbush Securities
California
$230K -$18.2K -82 -7%
CCC
1266
Compass Capital Corp
Massachusetts
$230K +$240K +1,082 New
MA
1267
MONECO Advisors
Connecticut
$229K +$25.1K +113 +12%
ASG
1268
Ariston Services Group
California
$229K -$887 -4 -0.4%
AFP
1269
Alpha Financial Partners
Kentucky
$228K +$238K +1,073 New
CCA
1270
Cottonwood Capital Advisors
Utah
$227K +$35.7K +161 +18%
PP
1271
Patron Partners
Texas
$226K +$2.66K +12 +1%
TWM
1272
Trueblood Wealth Management
Ohio
$224K +$234K +1,054 New
MFIM
1273
Mesirow Financial Investment Management
Illinois
$223K +$22.2K +100 +11%
OWP
1274
Obermeyer Wealth Partners
Colorado
$222K +$4.88K +22 +2%
AA
1275
Advisory Alpha
Michigan
$222K +$13.1K +59 +6%

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.