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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
RAM
1551
Riggs Asset Management
Pennsylvania
$2.54K
WW
1552
Winnow Wealth
Texas
$2.16K +$2.44K +11 New
HBW
1553
Hazlett, Burt & Watson
West Virginia
$2K -$2.88K -13 -62%
CI
1554
Clal Insurance
Israel
$2K +$1.77K +8 New
MAS
1555
MPWM Advisory Solutions
Georgia
$1.91K +$2K +9 New
BFPW
1556
BOK Financial Private Wealth
Colorado
$1.7K +$1.77K +8 New
LAM
1557
Lummis Asset Management
Texas
$1.7K
CIA
1558
Cape Investment Advisory
Georgia
$1.7K +$1.77K +8 New
FG
1559
Fairman Group
Pennsylvania
$1.27K -$1.55K -7 -54%
PWM
1560
Parkworth Wealth Management
California
$1.27K +$1.33K +6 New
1IA
1561
1620 Investment Advisors
Massachusetts
$1.2K
RPA
1562
Redwood Park Advisors
California
$1.06K +$1.11K +5 New
WCM
1563
WealthTrak Capital Management
Virginia
$1.06K +$1.11K +5 New
CTB
1564
Country Trust Bank
Illinois
$1.06K -$222 -1 -17%
WA
1565
WestEnd Advisors
North Carolina
$1.06K +$222 +1 +25%
SMAM
1566
Sugar Maple Asset Management
Wisconsin
$1.06K +$1.11K +5 New
TC
1567
Truvestments Capital
Florida
$1.06K +$1.11K +5 New
TFA
1568
Transamerica Financial Advisors
Florida
$1K -$222 -1 -33%
WTFG
1569
Wood Tarver Financial Group
Idaho
$1K +$2K +9 New
WBC
1570
West Branch Capital
Massachusetts
$850
AWM
1571
Activest Wealth Management
Florida
$850 +$887 +4 New
VHAM
1572
Van Hulzen Asset Management
California
$638 +$666 +3 New
YDMI
1573
Y.D. More Investments
Israel
$353 +$73.7K +332 +121%
Point72 Asset Management
1574
Point72 Asset Management
Connecticut
-$23.5M -105,372 Closed
ADEF
1575
Adams Diversified Equity Fund
Maryland
-$19.9M -89,200 Closed

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.