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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
IHWM
1401
Iron Horse Wealth Management
Iowa
$51K
JSAM
1402
J. Safra Asset Management
New York
$50.7K +$53K +239 New
GKIM
1403
GW&K Investment Management
Massachusetts
$50K +$2.88K +13 +6%
LI
1404
LRI Investments
Florida
$49.9K +$28.6K +129 +122%
LDB
1405
Lee, Danner & Bass
Tennessee
$49.1K +$51.2K +231 New
C
1406
Covestor
United Kingdom
$49K +$11.5K +52 +29%
SC
1407
SouthState Corp
Florida
$46.9K
HHGA
1408
Halbert Hargrove Global Advisors
California
$44.6K +$46.6K +210 New
BSB
1409
Bangor Savings Bank
Maine
$43.8K
FUBT
1410
First United Bank & Trust
Maryland
$43.5K
RL
1411
Rogco LP
Oklahoma
$42.9K
GSWM
1412
Golden State Wealth Management
California
$41.3K +$43K +194 New
CAL
1413
Capital Advisors Ltd
Ohio
$41K -$444 -2 -1%
RI
1414
Ridgewood Investments
New Jersey
$41K
SL
1415
Salomon & Ludwin
Virginia
$40.4K -$61.5K -277 -59%
IFS
1416
Intelligent Financial Strategies
Minnesota
$40.1K
BIA
1417
Bell Investment Advisors
California
$39.9K -$2K -9 -5%
T
1418
Transce3nd
Texas
$38.9K +$40.6K +183 New
HNB
1419
Hilltop National Bank
Wyoming
$38.7K -$4.21K -19 -9%
AFG
1420
Albion Financial Group
Utah
$38.2K +$39.9K +180 New
FFA
1421
Frazier Financial Advisors
Ohio
$37.8K
EWP
1422
Elevation Wealth Partners
California
$37.8K +$6.88K +31 +21%
AG
1423
AmeriFlex Group
Nevada
$37.1K +$37.9K +171 New
SO
1424
Sierra Ocean
California
$36.5K +$37.9K +171 New
CH
1425
Canton Hathaway
Rhode Island
$35K

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.