Position in CRD-A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,303,587
-$337,068 QoQ
Shares Held
130,751
-10.3% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $41,533,877 across 7 Insurance Brokers names. CRD-A ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
100,390 | $17,412,645 | |
| 2 | AON |
Aon plc
|
30,522 | $9,851,891 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
34,010 | $7,365,885 | |
| 4 | WTW |
Willis Towers Watson PLC
|
10,429 | $3,031,710 | |
| 5 | BRO |
Brown & Brown, Inc.
|
35,109 | $2,289,457 | |
| 6 | CRD-A |
Crawford & Co
This page
|
130,751 | $1,303,587 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,109 | $278,702 |
All Filings in CRD-A
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,303,587 | 130,751 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,640,655 | 145,836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,441,653 | 134,734 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,689,044 | 159,645 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,444,641 | 126,501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,129,319 | 97,692 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $679,734 | 61,963 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $598,112 | 69,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $784,029 | 83,142 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,165,889 | 88,459 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $844,980 | 90,469 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $638,240 | 57,551 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $122,699 | 14,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $88,943 | 15,997 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $127,244 | 22,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $198,330 | 25,427 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $108,758 | 14,386 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,862 | 3,720 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $43,073 | 4,802 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $62,356 | 6,875 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $61,983 | 5,820 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,295 | 446 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,437 | 1,443 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,340 | 2,578 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,056 | 1,119 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||