Suncoast Equity Management
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1315059
TAMPA, FL
Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,768,555
-$533,586 QoQ
Shares Held
16,611
-12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#498
of 1,495 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Suncoast Equity Management holds $16,269,664 across 2 Insurance Brokers names. MRSH ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
40,704 | $13,501,109 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
16,611 | $2,768,555 |
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,768,555 | 16,611 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,302,141 | 19,038 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,565,694 | 19,220 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,995,332 | 19,825 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,390,728 | 20,082 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,815,199 | 19,732 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,082,732 | 19,221 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,188,514 | 18,775 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,954,294 | 14,020 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,803,972 | 8,758 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,524,286 | 8,045 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||