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 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 $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

Suncoast Equity Management's MRSH Position: Q1 2026 in Review

Suncoast Equity Management reduced its Marsh (MRSH) stake by 0.95% in Q1 2026, selling an estimated $32.7K and leaving 19,038 shares worth $3.3M. The position accounts for 0.4% of the portfolio, ranked #32.

Suncoast Equity Management first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.82M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Suncoast Equity Management held 19,038 shares of Marsh worth $3.3M as of Q1 2026.
Suncoast Equity Management sold 182 Marsh shares in Q1 2026, an estimated $32.7K.
Marsh made up 0.4% of Suncoast Equity Management's portfolio in Q1 2026, its #32 holding.
Suncoast Equity Management first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
Suncoast Equity Management's Marsh position peaked at $4.82M in Q1 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.