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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
BHBT
1276
Burke & Herbert Bank & Trust
Virginia
$207K -$14.4K -65 -7%
ABTD
1277
Arvest Bank Trust Division
Oklahoma
$206K +$205K +923 New
BWP
1278
Baldwin Wealth Partners
Massachusetts
$206K +$10.4K +47 +5%
SIM
1279
SSI Investment Management
California
$205K +$204K +921 New
SP
1280
Stablepoint Partners
Massachusetts
$205K
CHP
1281
Cable Hill Partners
Oregon
$205K +$204K +918 New
UW
1282
Unique Wealth
Florida
$205K +$204K +917 New
OPWM
1283
Oxinas Partners Wealth Management
Indiana
$204K +$203K +915 New
CS
1284
Cannell & Spears
New York
$204K +$203K +913 New
CCA
1285
Cottonwood Capital Advisors
Utah
$202K +$201K +907 New
MWA
1286
Mills Wealth Advisors
Texas
$202K +$201K +905 New
4WM
1287
49 Wealth Management
Texas
$201K +$200K +902 New
NHC
1288
Nicholas Hoffman & Company
Georgia
$200K +$199K +898 New
KFS
1289
Kelly Financial Services
Massachusetts
$200K +$2.44K +11 +1%
ANBT
1290
American National Bank & Trust
Texas
$198K
T
1291
TOBAM
France
$196K
IBOK
1292
Independence Bank of Kentucky
Kentucky
$192K +$4.66K +21 +2%
CCM
1293
Chilton Capital Management
Texas
$186K +$7.33K +33 +4%
DJSG
1294
D.J. St. Germain
Massachusetts
$173K -$5.55K -25 -3%
ACM
1295
Aster Capital Management
United Arab Emirates
$167K +$166K +749 New
BGAI
1296
Bruce G. Allen Investments
Colorado
$158K -$7.99K -36 -5%
HWM
1297
Hemington Wealth Management
Virginia
$157K +$160K +720 New
WI
1298
Wintrust Investments
Illinois
$150K -$1.32M -5,947 -90%
RCM
1299
Raleigh Capital Management
North Carolina
$150K -$5.33K -24 -3%
MHR
1300
Matthew Hamilton Rosenberg
$144K

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.