Kaizen Advisory’s Marsh MRSH Stock Holding History

Kaizen Advisory’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
2018 Q4	$108K	Buy	1,360 +115	+9%	+$9.59K	0.08%	215
2018 Q3	$103K	Hold	1,245	–	–	0.05%	226
2018 Q2	$102K	Buy	1,245 +751	+152%	+$61.3K	0.05%	225
2018 Q1	$41K	Hold	494	–	–	0.04%	221
2017 Q4	$40K	Buy	+494	New	+$41.1K	0.02%	218

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kaizen Advisory's MRSH Position: Q4 2018 in Review

Kaizen Advisory increased its Marsh (MRSH) stake by 9.2% in Q4 2018, buying an estimated $9.59K and bringing the position to 1,360 shares worth $108K. The position accounts for 0.08% of the portfolio, ranked #215.

Kaizen Advisory first reported a position in MRSH in Q4 2017 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

Kaizen Advisory held 1,360 shares of Marsh worth $108K as of Q4 2018.
Kaizen Advisory bought 115 Marsh shares in Q4 2018, an estimated $9.59K.
Marsh made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #215 holding.
Kaizen Advisory first reported a position in Marsh in Q4 2017 and has held it in 5 quarters since.
825 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.