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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
NWM
1326
Nova Wealth Management
Florida
$158K +$166K +746 New
VCM
1327
Versant Capital Management
Arizona
$158K +$44.8K +202 +37%
CCA
1328
Catalyst Capital Advisors
New York
$154K +$130K +587 +422%
BGAI
1329
Bruce G. Allen Investments
Colorado
$151K +$444 +2 +0.3%
LC
1330
Lavaca Capital
Texas
$149K +$155K +700 New
T
1331
TOBAM
France
$148K -$40.8K -184 -21%
RCM
1332
Raleigh Capital Management
North Carolina
$140K -$2.66K -12 -2%
WI
1333
Wintrust Investments
Illinois
$139K -$3.77K -17 -3%
MHR
1334
Matthew Hamilton Rosenberg
$137K
SS
1335
SBI Securities
Japan
$136K +$142K +642 New
PSFG
1336
Park Square Financial Group
Georgia
$136K +$142K +639 New
BWL
1337
Bogart Wealth LLC
Virginia
$131K +$7.99K +36 +6%
FHA
1338
First Horizon Advisors
Tennessee
$127K +$16.4K +74 +14%
MDA
1339
Minot DeBlois Advisors
Massachusetts
$126K +$132K +595 New
ECM
1340
Eisler Capital Management
United Kingdom
$124K +$130K +587 New
MSWM
1341
Mowery & Schoenfeld Wealth Management
Illinois
$123K +$37.3K +168 +41%
AIP
1342
Arrowpoint Investment Partners
Singapore
$121K +$127K +572 New
AAG
1343
Armstrong Advisory Group
Massachusetts
$119K
TIM
1344
Tortoise Investment Management
New York
$118K +$28.6K +129 +30%
WTA
1345
Washington Trust Advisors
Massachusetts
$117K
AIM
1346
Anchor Investment Management
South Carolina
$110K
USB
1347
Union Savings Bank
Connecticut
$109K
WA
1348
Whipplewood Advisors
Colorado
$107K +$112K +505 New
TF
1349
Tompkins Financial
New York
$107K
BCMLT
1350
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K +$20.6K +93 +23%

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.