Position in AIFU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$637
+$340 QoQ
Shares Held
14
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIFU Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $1,047,713,187 across 17 Insurance Brokers names. AIFU ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,813,877 | $468,988,874 | |
| 2 | BRO |
Brown & Brown, Inc.
|
3,471,860 | $222,719,814 | |
| 3 | AON |
Aon plc
|
554,705 | $183,990,096 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
529,273 | $121,505,199 | |
| 5 | WTW |
Willis Towers Watson PLC
|
86,916 | $22,717,230 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
651,487 | $17,316,522 | |
| 7 | CRVL |
Corvel Corp
|
55,352 | $3,460,605 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
59,632 | $2,892,151 |
All Filings in AIFU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637 | 14 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $297 | 225 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $36,584 | 6,057 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||