Position in ARX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,281,258
-$555,399 QoQ
Shares Held
279,971
-2.5% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 116 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ARX Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. ARX ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,682,829 | $63,543,616 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,277,033 | $60,523,535 |
All Filings in ARX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,281,258 | 279,971 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,836,657 | 287,175 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,769,557 | 108,230 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,341,573 | 90,099 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||