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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
KA
1326
Kozak & Associates
Colorado
$98.9K +$3.77K +17 +4%
TCOV
1327
Trust Company of Vermont
Vermont
$97.5K +$12.2K +55 +14%
TIM
1328
Tortoise Investment Management
New York
$95.3K +$9.32K +42 +11%
Parallax Volatility Advisers
1329
Parallax Volatility Advisers
California
$95.3K +$94.8K +427 New
GSEP
1330
Golden State Equity Partners
California
$93.7K -$129K -581 -58%
MSWM
1331
Mowery & Schoenfeld Wealth Management
Illinois
$92.1K
DFA
1332
DHJJ Financial Advisors
Illinois
$91.5K
JFGIW
1333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.9K +$23.3K +105 +35%
AA
1334
Ancora Advisors
Ohio
$89K +$888 +4 +1%
BCMLT
1335
Beacon Capital Management LLC (Tennessee)
Tennessee
$88.8K
AGWCA
1336
Annis Gardner Whiting Capital Advisors
Florida
$88.6K -$79K -356 -47%
HWA
1337
Heritage Wealth Advisors
Virginia
$86.5K +$10.4K +47 +14%
CNBT
1338
Cornerstone National Bank & Trust
Illinois
$83.7K +$83.2K +375 New
SCA
1339
Stuart Chaussee & Associates
California
$83.4K
EAM
1340
Empirical Asset Management
Massachusetts
$81.5K +$19.5K +88 +0.5%
SSB
1341
Sandy Spring Bank
Maryland
$80.3K
SCM
1342
Silvant Capital Management
Georgia
$79.9K
BIC
1343
Beach Investment Counsel
Pennsylvania
$78K
SWS
1344
SYSTM Wealth Solutions
Illinois
$76.5K -$7.38M -33,242 -99%
DWA
1345
Dougherty Wealth Advisers
Minnesota
$74.5K -$4.66K -21 -6%
MAM
1346
Morse Asset Management
Connecticut
$74.5K +$74.1K +334 New
QC
1347
Quent Capital
New York
$73.3K -$7.1K -32 -9%
WB
1348
Webster Bank
Connecticut
$73.2K
AT
1349
Arlington Trust
Alabama
$73K
HWM
1350
HighMark Wealth Management
Minnesota
$68.6K

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.