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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
FW
1476
Fairway Wealth
Ohio
$14K +$14.6K +66 New
FMB
1477
Field & Main Bank
Kentucky
$13.8K
CWM
1478
Copia Wealth Management
Oregon
$13.2K +$13.8K +62 New
PCM
1479
Perritt Capital Management
Illinois
$13K
PK
1480
Pflug Koory
Nebraska
$13K
TLA
1481
Tanglewood Legacy Advisors
Texas
$13K
OA
1482
Operose Advisors
Wisconsin
$12.3K -$49.5K -223 -79%
NCM
1483
Northwest Capital Management
Oregon
$12.3K
CFD
1484
Creative Financial Designs
Indiana
$12.1K
EWM
1485
Evermay Wealth Management
Virginia
$11.7K
AW
1486
Avion Wealth
Texas
$11K +$444 +2 +4%
WCM
1487
Westend Capital Management
California
$10.2K
PIS
1488
POM Investment Strategies
North Carolina
$10.2K +$10.6K +48 New
RDFA
1489
Ritter Daniher Financial Advisory
Ohio
$9.56K
HWM
1490
Horizons Wealth Management
North Carolina
$9.35K
ETS
1491
ESL Trust Services
New York
$9.13K
RTL
1492
Red Tortoise LLC
Georgia
$9.13K
FWA
1493
Flagship Wealth Advisors
Massachusetts
$9.13K +$9.54K +43 New
CT
1494
Coastline Trust
Rhode Island
$8.92K
FWM
1495
FSA Wealth Management
Massachusetts
$8.92K
WAS
1496
Winch Advisory Services
Wisconsin
$8.92K +$9.32K +42 New
RF
1497
Roxbury Financial
New Jersey
$8.88K +$8.43K +38 New
BL
1498
BFSG LLC
California
$8.28K
CBT
1499
Crews Bank & Trust
Florida
$8.28K +$8.65K +39 New
VWA
1500
Valued Wealth Advisors
Utah
$8.07K +$444 +2 +6%

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.