Position in AIFU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,911
+$16,911 QoQ
Shares Held
641
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in AIFU
reported options exposure · as of Dec 31, 2025CallValue
$79,596
CallShares
1,485
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $286,131,173 across 14 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
382,807 | $100,054,264 | |
| 2 | BRO |
Brown & Brown, Inc.
|
675,291 | $43,319,917 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
230,808 | $38,468,768 | |
| 4 | AON |
Aon plc
|
105,569 | $35,016,181 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
110,798 | $25,435,896 | |
| 6 | ARX |
Accelerant Holdings
|
1,747,985 | $20,486,384 | |
| 7 | ERIE |
Erie Indemnity Co
|
57,083 | $13,685,649 | |
| 8 | TWFG |
TWFG, Inc.
|
214,589 | $5,160,864 |
All Filings in AIFU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,911 | 12,812 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $79,596 | 29,700 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $70,134 | 13,410 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $54,182 | 10,360 | Put | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||