Assured Investment Management’s Marsh MRSH Stock Holding History

Assured Investment Management’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-49,976	Closed	-$4.69M	–	530
2019 Q1	$4.69M	Buy	49,976 +49,814	+30,749%	+$4.41M	0.19%	158
2018 Q4	$13K	Buy	+162	New	+$13.5K	﹤0.01%	1079
2018 Q2	–	Sell	-12,897	Closed	-$1.06M	–	1268
2018 Q1	$1.06M	Buy	+12,897	New	+$1.07M	0.03%	525
2017 Q4	–	Sell	-11,894	Closed	-$997K	–	612
2017 Q3	$997K	Buy	+11,894	New	+$943K	0.03%	433
2017 Q2	–	Sell	-1,279	Closed	-$95K	–	680
2017 Q1	$95K	Sell	1,279 -30,589	-96%	-$2.19M	﹤0.01%	559
2016 Q4	$2.15M	Buy	31,868 +13,419	+73%	+$900K	0.07%	173
2016 Q3	$1.24M	Buy	+18,449	New	+$1.24M	0.04%	261
2016 Q2	–	Sell	-1,985	Closed	-$121K	–	648
2016 Q1	$121K	Buy	+1,985	New	+$111K	﹤0.01%	518
2015 Q3	–	Sell	-16,929	Closed	-$960K	–	677
2015 Q2	$960K	Buy	+16,929	New	+$978K	0.02%	236

Other funds holding MRSH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return