Position in ARX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,836,657
+$2,067,100 QoQ
Shares Held
287,175
+165.3% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99.92025768259772.ToString("F0")%
Shared 0.ToString("F0")%
None 0.07974231740228084.ToString("F0")%
Common Shares in ARX Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $4,723,525,244 across 21 Insurance Brokers names. ARX ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,374,945 | $2,057,704,737 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,473,992 | $1,122,913,904 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,056,175 | $878,486,374 | |
| 4 | WTW |
Willis Towers Watson PLC
|
814,668 | $236,823,979 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,244,972 | $211,604,616 | |
| 6 | ERIE |
Erie Indemnity Co
|
457,757 | $115,038,907 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,803,207 | $39,562,358 | |
| 8 | CRVL |
Corvel Corp
|
694,906 | $37,976,607 |
All Filings in ARX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||