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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
SCM
1376
Silvant Capital Management
Georgia
$76K
AGWCA
1377
Annis Gardner Whiting Capital Advisors
Florida
$75.4K -$9.32K -42 -11%
DWA
1378
Dougherty Wealth Advisers
Minnesota
$70.9K
MAM
1379
Morse Asset Management
Connecticut
$70.9K
QC
1380
Quent Capital
New York
$70.3K +$666 +3 +0.9%
WB
1381
Webster Bank
Connecticut
$69.7K
AT
1382
Arlington Trust
Alabama
$69.5K
SSB
1383
Sandy Spring Bank
Maryland
$67.1K -$9.76K -44 -12%
DF
1384
Dunhill Financial
United Kingdom
$66.8K +$5.55K +25 +9%
HWM
1385
HighMark Wealth Management
Minnesota
$65.3K
LCM
1386
Logan Capital Management
Pennsylvania
$65K +$887 +4 +1%
FFC
1387
First Financial Corp
Indiana
$64.4K +$67.2K +303 New
CCC
1388
Chelsea Counsel Company
California
$63.7K
GPI
1389
General Partner Inc
Pennsylvania
$63.3K
TCA
1390
Trifecta Capital Advisors
Illinois
$61.4K
CSC
1391
Caldwell Sutter Capital
California
$61.2K +$444 +2 +0.7%
PCTC
1392
Perkins Coie Trust Company
Washington
$60.7K
FFO
1393
Fortitude Family Office
Arizona
$60.5K
GEA
1394
Glen Eagle Advisors
New Jersey
$60.3K
VIA
1395
Virtus Investment Advisers
Connecticut
$56.5K
PWA
1396
Physician Wealth Advisors
Utah
$56.1K +$58.6K +264 New
NRG
1397
Nemes Rush Group
Michigan
$55.6K +$6.88K +31 +13%
RA
1398
Rise Advisors
New York
$54.1K +$666 +3 +1%
FMP
1399
Financial Management Professionals
Texas
$54K
CA
1400
CoreCap Advisors
Michigan
$52.3K +$6.21K +28 +13%

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.