CCWM
MRSH

Cassaday & Co Wealth Management’s Marsh MRSH Stock Holding History

Cassaday & Co Wealth Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Sell
2,091
-18
-0.9% -$3.01K 0.01% 278
2026
Q1 		$366K Sell
2,109
-29
-1% -$5.21K 0.01% 265
2025
Q4 		$397K Sell
2,138
-15
-0.7% -$2.8K 0.01% 246
2025
Q3 		$434K Buy
2,153
+10
+0.5% +$2.06K 0.01% 229
2025
Q2 		$469K Buy
2,143
+45
+2% +$10.2K 0.01% 217
2025
Q1 		$512K Hold
2,098
– – 0.01% 197
2024
Q4 		$446K Hold
2,098
– – 0.01% 207
2024
Q3 		$468K Sell
2,098
-77
-4% -$17.1K 0.01% 192
2024
Q2 		$458K Buy
2,175
+69
+3% +$14.2K 0.01% 183
2024
Q1 		$434K Buy
2,106
+53
+3% +$10.6K 0.01% 182
2023
Q4 		$389K Sell
2,053
-2
-0.1% -$386 0.01% 181
2023
Q3 		$391K Buy
2,055
+36
+2% +$6.9K 0.02% 167
2023
Q2 		$380K Sell
2,019
-16
-0.8% -$2.84K 0.02% 175
2023
Q1 		$339K Hold
2,035
– – 0.01% 194
2022
Q4 		$337K Buy
+2,035
New +$333K 0.02% 185

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cassaday & Co Wealth Management's MRSH Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Marsh (MRSH) stake by 0.85% in Q2 2026, selling an estimated $3.01K and leaving 2,091 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #278.

Cassaday & Co Wealth Management first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $512K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,091 shares of Marsh worth $349K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 18 Marsh shares in Q2 2026, an estimated $3.01K.
  • Marsh made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Cassaday & Co Wealth Management first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Marsh position peaked at $512K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.