Position in CRD-A
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$884,139
+$39,827 QoQ
Shares Held
88,680
+18.2% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $615,363,043 across 11 Insurance Brokers names. CRD-A ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
977,349 | $211,674,246 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,133,483 | $196,602,626 | |
| 3 | AON |
Aon plc
|
423,209 | $136,603,401 | |
| 4 | BRO |
Brown & Brown, Inc.
|
521,540 | $34,009,623 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62,166 | $18,071,656 | |
| 6 | CRVL |
Corvel Corp
|
101,160 | $5,528,394 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,965 | $5,017,404 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
83,240 | $3,551,018 |
All Filings in CRD-A
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $884,139 | 88,680 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $844,312 | 75,050 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,067,581 | 99,774 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,128,251 | 106,640 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,274,155 | 199,138 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,144,576 | 185,517 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,489,495 | 135,779 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,070,677 | 123,921 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $995,411 | 105,558 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $947,576 | 71,895 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||