Cassaday & Co Wealth Management LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1963612 MCLEAN, VA

Position in MRSH

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

Position Value

$348,506

-$17,300 QoQ

Shares Held

2,091

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#978

of 1,495 holders

Holding Since

Dec 2022

15 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. MRSH ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	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.	115	$26,400
5	BRO	Brown & Brown, Inc.	48	$3,079
6	GSHD	Goosehead Insurance, Inc.	33	$1,600

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,506	2,091	-0.9%	Shares	Sole	2026-08-10
2026-03-31	$365,806	2,109	-1.4%	Shares	Sole	2026-05-07
2025-12-31	$396,641	2,138	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$433,894	2,153	+0.5%	Shares	Sole	2025-11-07
2025-06-30	$468,545	2,143	+2.1%	Shares	Sole	2025-08-05
2025-03-31	$511,974	2,098	0.0%	Shares	Sole	2025-05-05
2024-12-31	$445,636	2,098	0.0%	Shares	Sole	2025-02-03
2024-09-30	$468,042	2,098	-3.5%	Shares	Sole	2024-11-07
2024-06-30	$458,316	2,175	+3.3%	Shares	Sole	2024-07-30
2024-03-31	$433,793	2,106	+2.6%	Shares	Sole	2024-05-08
2023-12-31	$388,981	2,053	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$391,066	2,055	+1.8%	Shares	Sole	2023-11-06
2023-06-30	$379,733	2,019	-0.8%	Shares	Sole	2023-08-07
2023-03-31	$338,929	2,035	0.0%	Shares	Sole	2023-05-03
2022-12-31	$336,751	2,035	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.