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Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in CRD-A — Crawford & Co

CIK 1407543 Berwyn, PA
Back to CRD-A Full portfolio

Position in CRD-A

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$1,652,741
+$257,638 QoQ
Shares Held
148,296
+6.6% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 115 holders
Holding Since
Dec 2023
11 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

ENVESTNET ASSET MANAGEMENT INC holds $544,888,174 across 12 Insurance Brokers names. CRD-A ranks #11 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
 833,230 $191,284,611
2 MRSH
Marsh & Mclennan Companies, Inc.
 998,086 $166,350,993
3 AON
Aon plc
 337,900 $112,078,051
4 BRO
Brown & Brown, Inc.
 464,414 $29,792,158
5 WTW
Willis Towers Watson PLC
 61,829 $16,160,245
6 RYAN
Ryan Specialty Holdings, Inc.
 233,878 $8,831,233
7 CRVL
Corvel Corp
 102,070 $6,381,416
8 ERIE
Erie Indemnity Co
 19,282 $4,622,859

All Filings in CRD-A

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,422,364 126,208
2026-03-31 $884,139 88,680
2025-12-31 $844,312 75,050
2025-09-30 $1,067,581 99,774
2025-06-30 $1,128,251 106,640
2025-03-31 $2,274,155 199,138
2024-12-31 $2,144,576 185,517
2024-09-30 $1,489,495 135,779
2024-06-30 $1,070,677 123,921
2024-03-31 $995,411 105,558
2023-12-31 $947,576 71,895