Marsh & McLennan Companies shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 2.2k | 201.53 |
| 2025-06-30 | $469k | 2.1k | 218.64 |
| 2025-03-31 | $512k | 2.1k | 244.03 |
| 2024-12-31 | $446k | 2.1k | 212.41 |
| 2024-09-30 | $468k | 2.1k | 223.09 |
| 2024-06-30 | $458k | 2.2k | 210.72 |
| 2024-03-31 | $434k | 2.1k | 205.98 |
| 2023-12-31 | $389k | 2.1k | 189.47 |
| 2023-09-30 | $391k | 2.1k | 190.30 |
| 2023-06-30 | $380k | 2.0k | 188.08 |
| 2023-03-31 | $339k | 2.0k | 166.55 |
| 2022-12-31 | $337k | 2.0k | 165.48 |
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