Position in CRD-A
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,042,900
+$570,340 QoQ
Shares Held
270,000
+8.9% QoQ
Ownership
0.555%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#13
of 115 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $10,298,955 across 9 Insurance Brokers names. CRD-A ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
30,382 | $6,974,795 | |
| 2 | CRD-A |
Crawford & Co
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|
270,000 | $3,042,900 | |
| 3 | AON |
Aon plc
|
788 | $261,371 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
48 | $8,000 | |
| 5 | BRO |
Brown & Brown, Inc.
|
115 | $7,377 | |
| 6 | ERIE |
Erie Indemnity Co
|
7 | $1,678 | |
| 7 | WTW |
Willis Towers Watson PLC
|
6 | $1,568 | |
| 8 | SLQT |
SelectQuote, Inc.
|
763 | $641 |
All Filings in CRD-A
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,042,900 | 270,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,472,560 | 248,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,176,875 | 193,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,059,300 | 99,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $994,520 | 94,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,073,480 | 94,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $971,040 | 84,000 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||