Position in AIFU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,911
+$16,911 QoQ
Shares Held
12,812
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 10 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in AIFU
reported options exposure · as of Dec 31, 2025CallValue
$79,596
CallShares
29,700
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 Mar 31, 2026CITADEL ADVISORS LLC holds $479,024,060 across 14 Insurance Brokers names. AIFU ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
574,298 | $166,948,428 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
762,692 | $165,183,833 | |
| 3 | BRO |
Brown & Brown, Inc.
|
986,733 | $64,344,858 | |
| 4 | AON |
Aon plc
|
80,300 | $25,919,233 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,487 | $23,673,670 | |
| 6 | ARX |
Accelerant Holdings
|
1,144,206 | $15,286,591 | |
| 7 | ERIE |
Erie Indemnity Co
|
24,949 | $6,269,933 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
390,000 | $4,356,300 |
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. | ||||||