Position in CRD-A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,608
+$50,619 QoQ
Shares Held
14,251
+29.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 115 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026&PARTNERS holds $29,595,676 across 9 Insurance Brokers names. CRD-A ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
86,395 | $14,399,454 | |
| 2 | BRO |
Brown & Brown, Inc.
|
81,364 | $5,219,500 | |
| 3 | AON |
Aon plc
|
13,005 | $4,313,628 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
10,225 | $2,347,353 | |
| 5 | CRVL |
Corvel Corp
|
31,780 | $1,986,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,774 | $463,670 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
11,631 | $439,186 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,472 | $265,392 |
All Filings in CRD-A
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,608 | 14,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,989 | 11,032 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,576 | 10,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $129,116 | 12,067 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,650 | 13,105 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $231,392 | 20,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $118,790 | 10,276 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||