Position in ARX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$443,320
+$187,250 QoQ
Shares Held
37,826
+97.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
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, 2026Legal & General Group Plc holds $1,472,924,832 across 14 Insurance Brokers names. ARX ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,793,483 | $465,589,810 | |
| 2 | AON |
Aon plc
|
1,288,852 | $427,499,318 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,306,295 | $299,886,142 | |
| 4 | WTW |
Willis Towers Watson PLC
|
652,351 | $170,504,979 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,077,023 | $69,091,024 | |
| 6 | ERIE |
Erie Indemnity Co
|
101,127 | $24,245,197 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
141,174 | $5,330,729 | |
| 8 | CRVL |
Corvel Corp
|
68,190 | $4,263,237 |
All Filings in ARX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,320 | 37,826 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $256,070 | 19,167 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $494,929 | 30,271 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $148,900 | 10,000 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||