Position in CRD-A
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,010,117
+$131,901 QoQ
Shares Held
89,629
+1.8% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $2,291,628,363 across 17 Insurance Brokers names. CRD-A ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,191,212 | $1,058,493,092 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,194,567 | $532,438,471 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,260,984 | $289,484,090 | |
| 4 | WTW |
Willis Towers Watson PLC
|
509,113 | $133,066,855 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,380,970 | $88,589,218 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,077,351 | $81,795,986 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,126,289 | $42,528,664 | |
| 8 | ERIE |
Erie Indemnity Co
|
164,118 | $39,347,286 |
All Filings in CRD-A
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,117 | 89,629 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $878,216 | 88,086 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,021,578 | 90,807 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,083,833 | 101,293 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,081,518 | 102,223 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,181,352 | 103,446 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,233,462 | 106,701 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $996,348 | 90,825 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $844,074 | 97,694 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $871,405 | 92,408 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $1,244,230 | 94,403 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $568,207 | 60,836 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $654,276 | 58,997 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $535,783 | 64,089 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $353,098 | 63,507 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $929,350 | 161,908 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,064,410 | 136,463 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,029,769 | 136,213 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,004,183 | 134,070 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,197,710 | 133,524 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,112,153 | 122,619 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,369,993 | 128,638 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $876,859 | 118,655 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,058,413 | 161,837 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,309,834 | 166,012 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,190,346 | 165,326 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||