• Aon plc Class A (Ireland) (AON)
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• Chubb Limited (CB)
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• Marsh & McLennan Companies Inc. (MMC)
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Q: Noticing negative momentum in these names. Is it time to move on? Thank you!

Upvote 1

Read Answer Asked by Neil on June 27, 2025

• Fluor Corporation (FLR)
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• Marsh & McLennan Companies Inc. (MMC)
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• Republic Services Inc. (RSG)
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• The Travelers Companies Inc. (TRV)
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• Waste Management Inc. (WM)
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• CBRE Group Inc Class A (CBRE)
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• AECOM (ACM)
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• Jacobs Solutions Inc. (J)
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Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.

Upvote 3

Read Answer Asked by Jacques on January 17, 2025

• Aon plc Class A (Ireland) (AON)
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• Chubb Limited (CB)
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• Marsh & McLennan Companies Inc. (MMC)
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• Arthur J. Gallagher & Co. (AJG)
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• Brown & Brown Inc. (BRO)
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Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.

Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?

Thank you!

Upvote 2

Read Answer Asked by Greg on November 29, 2023