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	–	528
2019 Q1	$4.69M	Buy	49,976 +49,814	+30,749%	+$4.41M	0.05%	158
2018 Q4	$13K	Buy	+162	New	+$13.5K	﹤0.01%	1079
2018 Q2	–	Sell	-12,897	Closed	-$1.06M	–	1265
2018 Q1	$1.06M	Buy	+12,897	New	+$1.07M	0.02%	525
2017 Q4	–	Sell	-11,894	Closed	-$997K	–	608
2017 Q3	$997K	Buy	+11,894	New	+$943K	0.02%	433
2017 Q2	–	Sell	-1,279	Closed	-$95K	–	672
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	0.04%	173
2016 Q3	$1.24M	Buy	+18,449	New	+$1.24M	0.03%	261
2016 Q2	–	Sell	-1,985	Closed	-$121K	–	641
2016 Q1	$121K	Buy	+1,985	New	+$111K	﹤0.01%	518
2015 Q3	–	Sell	-16,929	Closed	-$960K	–	673
2015 Q2	$960K	Buy	+16,929	New	+$978K	0.02%	236

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Assured Investment Management's MRSH Position: Q2 2019 in Review

Assured Investment Management sold out of Marsh (MRSH) in Q2 2019, closing a stake of 49,976 shares — an estimated $4.69M sold.

Assured Investment Management first reported a position in MRSH in Q2 2015 and held it in 9 quarters. The position peaked at $4.69M in Q1 2019. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

Assured Investment Management reported no remaining Marsh position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 49,976 Marsh shares in Q2 2019, an estimated $4.69M.
Assured Investment Management first reported a position in Marsh in Q2 2015 and held it in 9 quarters.
Assured Investment Management's Marsh position peaked at $4.69M in Q1 2019.
845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.