Cassaday & Co Wealth Management LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1963612 MCLEAN, VA

Position in AJG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$26,400

-$2,405 QoQ

Shares Held

115

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,141

of 1,284 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $680,061 across 6 Insurance Brokers names. AJG ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,091	$348,506
2	WTW	Willis Towers Watson PLC	925	$241,767
3	AON	Aon plc	177	$58,709
4	AJG	Arthur J. Gallagher & Co. This page	115	$26,400
5	BRO	Brown & Brown, Inc.	48	$3,079
6	GSHD	Goosehead Insurance, Inc.	33	$1,600

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,400	115	-13.5%	Shares	Sole	2026-08-10
2026-03-31	$28,805	133	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.