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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

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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