Suncoast Equity Management’s Marsh MRSH Stock Holding History

Suncoast Equity 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	$2.77M	Sell	16,611 -2,427	-13%	-$406K	0.35%	30
2026 Q1	$3.3M	Sell	19,038 -182	-0.9%	-$32.7K	0.4%	32
2025 Q4	$3.57M	Sell	19,220 -605	-3%	-$113K	0.36%	33
2025 Q3	$4M	Sell	19,825 -257	-1%	-$52.9K	0.4%	30
2025 Q2	$4.39M	Buy	20,082 +350	+2%	+$79K	0.45%	26
2025 Q1	$4.82M	Buy	19,732 +511	+3%	+$116K	0.54%	24
2024 Q4	$4.08M	Buy	19,221 +446	+2%	+$98.9K	0.46%	25
2024 Q3	$4.19M	Buy	18,775 +4,755	+34%	+$1.06M	0.48%	26
2024 Q2	$2.95M	Buy	14,020 +5,262	+60%	+$1.08M	0.33%	28
2024 Q1	$1.8M	Buy	8,758 +713	+9%	+$142K	0.21%	32
2023 Q4	$1.52M	Buy	+8,045	New	+$1.55M	0.2%	33

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Suncoast Equity Management's MRSH Position: Q2 2026 in Review

Suncoast Equity Management reduced its Marsh (MRSH) stake by 13% in Q2 2026, selling an estimated $406K and leaving 16,611 shares worth $2.77M. The position accounts for 0.35% of the portfolio, ranked #30.

Suncoast Equity Management first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.82M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Suncoast Equity Management held 16,611 shares of Marsh worth $2.77M as of Q2 2026.
Suncoast Equity Management sold 2,427 Marsh shares in Q2 2026, an estimated $406K.
Marsh made up 0.35% of Suncoast Equity Management's portfolio in Q2 2026, its #30 holding.
Suncoast Equity Management first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
Suncoast Equity Management's Marsh position peaked at $4.82M in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.