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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassaday & Co Wealth Management's MRSH Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Marsh (MRSH) stake by 1.4% in Q1 2026, selling an estimated $5.21K and leaving 2,109 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #265.

Cassaday & Co Wealth Management first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $512K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Cassaday & Co Wealth Management held 2,109 shares of Marsh worth $366K as of Q1 2026.
Cassaday & Co Wealth Management sold 29 Marsh shares in Q1 2026, an estimated $5.21K.
Marsh made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #265 holding.
Cassaday & Co Wealth Management first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Marsh position peaked at $512K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.