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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
NPPM
1601
North Point Portfolio Managers
Ohio
-$891K -3,994 Closed
RSWM
1602
Robertson Stephens Wealth Management
California
-$826K -3,703 Closed
MIS
1603
Morningstar Investment Services
Illinois
-$771K -3,445 Closed
BBA
1604
Baader Bank Aktiengesellschaft
Germany
-$688K -3,091 Closed
CM
1605
Capula Management
Cayman Islands
-$667K -2,989 Closed
FF
1606
Fluent Financial
Texas
-$591K -2,651 Closed
MSCM
1607
McElhenny Sheffield Capital Management
Texas
-$584K -2,620 Closed
RW
1608
REDW Wealth
New Mexico
-$566K -2,537 Closed
GCM
1609
Gladius Capital Management
Illinois
-$533K -2,391 Closed
LAM
1610
LECAP Asset Management
United Kingdom
-$520K -2,330 Closed
BC
1611
Bridgefront Capital
Texas
-$432K -1,935 Closed
TCWA
1612
Turtle Creek Wealth Advisors
Texas
-$414K -1,856 Closed
AHB
1613
Abner Herrman & Brock
New Jersey
-$413K -1,850 Closed
OWA
1614
Outlook Wealth Advisors
Texas
-$383K -1,718 Closed
CFM
1615
Catalyst Funds Management
Australia
-$335K -1,500 Closed
MPM
1616
MBB Public Markets
Illinois
-$321K -1,440 Closed
TCMP
1617
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$287K -1,285 Closed
PCM
1618
Prelude Capital Management
New York
-$281K -1,258 Closed
TC
1619
Trilogy Capital
California
-$278K -1,244 Closed
CMBA
1620
C.M. Bidwell & Associates
Hawaii
-$265K -1,189 Closed
BA
1621
Bridgewater Associates
Connecticut
-$253K -1,132 Closed
BMO
1622
Beck Mack & Oliver
New York
-$245K -1,100 Closed
PWP
1623
PrairieView Wealth Partners
Illinois
-$237K -1,063 Closed
MC
1624
Middleton & Co
Massachusetts
-$236K -1,060 Closed
VFA
1625
Voya Financial Advisors
Connecticut
-$237K -1,060 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.