Position in ARX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$763,452
-$224,319 QoQ
Shares Held
65,141
-11.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 116 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARX Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $407,625,121 across 15 Insurance Brokers names. ARX ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
396,087 | $66,015,819 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
448,353 | $16,929,809 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
446,679 | $11,872,726 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
119,264 | $5,784,304 | |
| 8 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 |
All Filings in ARX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,452 | 65,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $987,771 | 73,935 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $619,697 | 37,902 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $445,657 | 29,930 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||