PQUS0.410%
as of Sep 1
MRSH
GrowthMarsh & McLennan Cos Inc
Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people worldwide. The company operates through Risk and Insurance Services, and Consulting segments. The Risk and Insurance Services segment offers risk management services, such as risk management, insurance broking, insurance program management, risk consulting, analytical modeling, and alternative risk financing services.
Close · 3M
+10.79%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate67% (4/6)
Avg buy return+8.67%
PQUS · Weight increase · 2d
weight 0.350% → 0.410% (+0.060 pp)·stock up 8.8% in the 30 days before
Aug 22·entry $194.67·now $188.46Fresh
-3.19%
since Aug 22
PQUS · Weight decrease · 2d
weight 0.420% → 0.390% (-0.030 pp)·stock up 10.2% in the 30 days before
Aug 2·entry $192.84·now $188.46
-2.27%
since Aug 2
PQUS · Weight increase · 2d
weight 0.380% → 0.420% (+0.040 pp)·stock up 10.2% in the 30 days before
Jul 31·entry $189.69·now $188.46Fresh
-0.65%
since Jul 31
PQUS · Weight decrease · 2d
weight 0.440% → 0.380% (-0.060 pp)·stock up 9.2% in the 30 days before
Jul 17·entry $182.18·now $188.46
+3.45%
since Jul 17
PQUS · Weight decrease · 2d
weight 0.440% → 0.420% (-0.020 pp)·stock up 10.6% in the 30 days before
Jul 2·entry $178.54·now $188.46
+5.56%
since Jul 2
PQUS · Weight increase · 2d
weight 0.410% → 0.430% (+0.020 pp)·stock up 5.3% in the 30 days before
Jun 26·entry $169.03·now $188.46Chased
+11.50%
since Jun 26
PQUS · Weight increase · 2d
weight 0.420% → 0.440% (+0.020 pp)·stock up 6.0% in the 30 days before
Jun 12·entry $168.68·now $188.46Chased
+11.73%
since Jun 12
PQUS · Weight increase · 2d
weight 0.400% → 0.430% (+0.030 pp)·stock up 0.9% in the 30 days before
Jun 7·entry $162.52·now $188.46Chased
+15.96%
since Jun 7
PQUS · Sudden change · 1d
weight 0.060% → 0.410% (+0.350 pp)·stock down 6.4% in the 30 days before
May 29·entry $159.97·now $188.46
+17.81%
since May 29
PQUS · New entry · 1d
weight 0 → 0.040% (new)·stock down 5.7% in the 30 days before
May 10·entry $161.58·now $188.46Chased
+16.64%
since May 10
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 23
AI ETF PQUS is showing a recent trend of increasing its weight in Marsh & McLennan, signaling an accumulation strategy for the stock. This activity contrasts with our framework's 'Fail' verdict, which is primarily driven by valuation concerns and a lack of complete financial and management data to fully confirm long-term investment viability.
- Circle of CompetenceMarsh & McLennan's core business of insurance brokering offers unit economics stable enough for reasonable ten-year cash flow projections within the circle of competence.
- Economic MoatThe company benefits from a durable economic moat driven by its significant scale, global brand reputation, and high switching costs for large corporate clients.
- ManagementInsufficient data is provided to evaluate management's candor, capital allocation discipline, or skin in the game against the framework's criteria.
- Financial HealthAlthough current ROE is excellent, the absence of data on 10-year ROE consistency, operating margins, manageable debt, and owner earnings prevents a full assessment against all pass criteria, which materially undermines confidence.
- Margin of SafetyCurrent valuation multiples like PER and EV/EBITDA appear elevated, suggesting the market has already priced in the company's quality and growth, leaving little margin of safety.
Marsh & McLennan operates within a predictable industry and possesses strong economic moats, aligning with key aspects of the value investing framework. However, a full assessment is hampered by a lack of detailed financial and management data, and the current market valuation provides an insufficient margin of safety, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.