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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
COCM
1626
Charter Oak Capital Management
New Hampshire
-$233K -1,045 Closed
NCFG
1627
New Century Financial Group
New Jersey
-$233K -1,045 Closed
ABC
1628
Associated Banc-Corp
Wisconsin
-$232K -1,042 Closed
ARC
1629
Advisor Resource Council
Texas
-$232K -1,039 Closed
KWA
1630
Kingswood Wealth Advisors
California
-$227K -1,019 Closed
APA
1631
Astoria Portfolio Advisors
New York
-$227K -1,009 Closed
CW
1632
Code Waechter
Florida
-$224K -1,003 Closed
WDC
1633
Woodward Diversified Capital
California
-$222K -996 Closed
BONST
1634
Bank of Nova Scotia Trust
Ontario, Canada
-$219K -980 Closed
HWP
1635
Hibernia Wealth Partners
Louisiana
-$218K -977 Closed
VCM
1636
Virtue Capital Management
Tennessee
-$217K -971 Closed
WA
1637
Wealthstream Advisors
New York
-$213K -953 Closed
ST
1638
Sabal Trust
Florida
-$212K -949 Closed
HIG
1639
Heritage Investment Group
Florida
-$210K -941 Closed
HBS
1640
Howard Bailey Securities
Indiana
-$207K -929 Closed
BHBT
1641
Burke & Herbert Bank & Trust
Virginia
-$207K -928 Closed
ABTD
1642
Arvest Bank Trust Division
Oklahoma
-$206K -923 Closed
BWP
1643
Baldwin Wealth Partners
Massachusetts
-$206K -922 Closed
SIM
1644
SSI Investment Management
California
-$205K -921 Closed
SP
1645
Stablepoint Partners
Massachusetts
-$205K -920 Closed
CHP
1646
Cable Hill Partners
Oregon
-$205K -918 Closed
OPWM
1647
Oxinas Partners Wealth Management
Indiana
-$204K -915 Closed
CS
1648
Cannell & Spears
New York
-$204K -913 Closed
MWA
1649
Mills Wealth Advisors
Texas
-$202K -905 Closed
4WM
1650
49 Wealth Management
Texas
-$201K -902 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.