Position in ARX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,077,215
+$4,669,931 QoQ
Shares Held
603,858
+235.1% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
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, 2026BANK OF AMERICA CORP /DE/ holds $2,063,768,750 across 18 Insurance Brokers names. ARX ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
969,101 | $36,593,251 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 |
All Filings in ARX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,077,215 | 603,858 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,407,284 | 180,186 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $5,489,330 | 335,739 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,599,557 | 510,380 | Shares | Defined | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||