Position in CRD-A
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$293
+$34 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 19 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. CRD-A ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in CRD-A
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293 | 26 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $259 | 26 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $292 | 26 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $278 | 26 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $275 | 26 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $296 | 26 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $300 | 26 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||