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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
PWA
1526
Provenance Wealth Advisors
Florida
$5.1K
RWM
1527
Ruedi Wealth Management
Illinois
$5.1K
HFS
1528
HBC Financial Services
Washington
$5K
SIC
1529
SJS Investment Consulting
Ohio
$4.89K -$16K -72 -76%
SC
1530
Stephens Consulting
Michigan
$4.67K -$10.2K -46 -68%
TCM
1531
TD Capital Management
Tennessee
$4.49K
SIC
1532
Salem Investment Counselors
North Carolina
$4.25K -$8.21K -37 -65%
WWM
1533
Wolff Wiese Magana
California
$4.25K
TAM
1534
Tucker Asset Management
Colorado
$4.25K +$4.44K +20 New
BCPWM
1535
Bradley & Co Private Wealth Management
Florida
$4.04K +$4.21K +19 New
GWSA
1536
Global Wealth Strategies & Associates
Colorado
$4.04K +$4.21K +19 New
NSIM
1537
North Star Investment Management
Illinois
$3.82K -$3.77K -17 -49%
LIM
1538
Longfellow Investment Management
Massachusetts
$3.61K
MSG
1539
Main Street Group
Virginia
$3.61K
OLVIG
1540
Oliver Lagore Vanvalin Investment Group
Michigan
$3.61K
AIC
1541
Archer Investment Corporation
Indiana
$3.4K
BTD
1542
BankPlus Trust Department
Mississippi
$3.4K +$3.55K +16 New
GA
1543
GoalVest Advisory
New York
$3.4K +$3.55K +16 New
HWP
1544
Highline Wealth Partners
California
$3.19K -$2.66K -12 -44%
CWM
1545
Crowley Wealth Management
Delaware
$3.19K +$3.33K +15 New
PWA
1546
Principia Wealth Advisory
Texas
$3.19K +$3.33K +15 New
FP
1547
Financial Perspectives
Minnesota
$2.56K
API
1548
Asset Planning Inc
California
$2.55K +$2.66K +12 New
NC
1549
NewSquare Capital
Pennsylvania
$2.55K +$2.66K +12 New
PS
1550
PayPay Securities
Japan
$2.55K +$2.66K +12 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.