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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
TFIPS
1351
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K
S
1352
Sachetta
Massachusetts
$101K +$61.2K +276 +137%
JFGIW
1353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$13.5K +61 +15%
BC
1354
Bayforest Capital
United Kingdom
$99.4K +$104K +468 New
RFS
1355
Richardson Financial Services
Massachusetts
$97.7K +$41.3K +186 +68%
EBA
1356
Eagle Bay Advisors
New York
$97.3K -$2.66K -12 -3%
JGIA
1357
Jackson Grant Investment Advisers
Connecticut
$97.2K +$444 +2 +0.4%
HIA
1358
Harbor Investment Advisory
Maryland
$96.6K
ICM
1359
Islay Capital Management
Texas
$95.6K
MCM
1360
MV Capital Management
Maryland
$94.7K -$444 -2 -0.4%
STB
1361
S&T Bank
Pennsylvania
$91.3K +$95.4K +430 New
PAI
1362
Pittenger & Anderson Inc
Nebraska
$91.1K -$4.44K -20 -4%
NECFA
1363
New England Capital Financial Advisors
Connecticut
$90.6K -$6.66K -30 -7%
EPIMS
1364
Evelyn Partners Investment Management Services
$89.2K +$93.2K +420 New
KA
1365
Kozak & Associates
Colorado
$88.7K -$3.11K -14 -3%
DFA
1366
DHJJ Financial Advisors
Illinois
$87.1K
AA
1367
Addison Advisors
Vermont
$86.9K +$26.4K +119 +41%
AA
1368
Ancora Advisors
Ohio
$85.2K +$444 +2 +0.5%
EAM
1369
Empirical Asset Management
Massachusetts
$83.7K +$1.14M +5,126 +29%
HWA
1370
Heritage Wealth Advisors
Virginia
$83.7K +$1.33K +6 +2%
CAWM
1371
Capital A Wealth Management
Pennsylvania
$81.1K +$84.7K +382 New
CNBT
1372
Cornerstone National Bank & Trust
Illinois
$79.7K
SCA
1373
Stuart Chaussee & Associates
California
$79.4K
CWM
1374
Centricity Wealth Management
Ohio
$79K +$82.5K +372 New
APW
1375
Aventura Private Wealth
Florida
$77.1K +$80.5K +363 New

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.