Position in CRD-A
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$109,660
-$26,903 QoQ
Shares Held
10,999
-9.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026HighTower Advisors, LLC holds $75,227,949 across 9 Insurance Brokers names. CRD-A ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
258,243 | $44,792,248 | |
| 2 | AON |
Aon plc
|
42,170 | $13,611,632 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
47,706 | $10,332,165 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
93,077 | $2,042,109 | |
| 5 | BRO |
Brown & Brown, Inc.
|
30,193 | $1,968,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
6,601 | $1,918,910 | |
| 7 | ERIE |
Erie Indemnity Co
|
924 | $232,210 | |
| 8 | CRVL |
Corvel Corp
|
4,028 | $220,130 |
All Filings in CRD-A
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,660 | 10,999 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $136,563 | 12,139 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $138,425 | 12,937 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $211,864 | 20,025 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $625,838 | 54,802 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $647,394 | 56,003 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $450,713 | 41,086 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,450 | 30,492 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $232,421 | 24,647 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||