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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
UFF
1301
USA Financial Formulas
Michigan
$211K -$162K -731 -42%
UW
1302
Unique Wealth
Florida
$211K +$16.6K +75 +8%
GWMR
1303
GC Wealth Management RIA
Massachusetts
$210K +$4.44K +20 +2%
WA
1304
WPG Advisers
Maryland
$209K +$219K +986 New
MAM
1305
McLean Asset Management
Virginia
$207K +$1.55K +7 +0.7%
RPGK
1306
Retirement Planning Group (Kansas)
Kansas
$207K +$216K +973 New
NCTC
1307
New Covenant Trust Company
Indiana
$205K -$5.77K -26 -3%
BPW
1308
Bingham Private Wealth
California
$205K +$214K +966 New
SWA
1309
Sax Wealth Advisors
New Jersey
$204K +$3.99K +18 +2%
FP
1310
Fiduciary Planning
Florida
$204K +$2K +9 +0.9%
SC
1311
Stance Capital
Massachusetts
$203K +$212K +956 New
BA
1312
Bristlecone Advisors
Washington
$202K
SVWAG
1313
Sound View Wealth Advisors Group
Georgia
$202K +$211K +949 New
RP
1314
Riverwater Partners
Wisconsin
$201K -$222 -1 -0.1%
ANBT
1315
American National Bank & Trust
Texas
$195K +$6.43K +29 +3%
HC
1316
Hara Capital
Washington
$192K +$100K +453 +100%
PPA
1317
Painted Porch Advisors
California
$190K +$64.3K +290 +48%
AF
1318
Advisornet Financial
Minnesota
$185K -$196K -885 -50%
LSA
1319
Leonteq Securities AG
Switzerland
$183K -$630K -2,840 -77%
IBOK
1320
Independence Bank of Kentucky
Kentucky
$183K
CCM
1321
Chilton Capital Management
Texas
$177K
FA
1322
Fedenia Advisers
Wisconsin
$177K +$185K +833 New
HWM
1323
Hemington Wealth Management
Virginia
$163K +$10.6K +48 +7%
DJSG
1324
D.J. St. Germain
Massachusetts
$160K -$5.55K -25 -3%
PCFFS
1325
Pacific Center for Financial Services
California
$160K +$136K +615 +452%

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.