Position in CRD-A
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$34,122
-$2,707 QoQ
Shares Held
3,097
-16.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 115 holders
Holding Since
Mar 2020
26 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, 2026Tower Research Capital LLC (TRC) holds $5,020,431 across 18 Insurance Brokers names. CRD-A ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,675 | $1,279,192 | |
| 2 | AON |
Aon plc
|
3,783 | $1,254,782 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,111 | $714,191 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,044 | $534,239 | |
| 5 | BRO |
Brown & Brown, Inc.
|
5,747 | $368,669 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
7,723 | $291,619 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
4,086 | $108,605 | |
| 8 | ERIE |
Erie Indemnity Co
|
353 | $84,631 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,433 | 2,168 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $36,829 | 3,694 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,385 | 1,101 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,305 | 1,337 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,978 | 2,739 | Shares | Other | 2025-08-15 | |
| 2025-03-31 | $9,044 | 792 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,200 | 2,007 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,904 | 994 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,254 | 3,849 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,658 | 388 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,003 | 1,366 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $106,867 | 11,442 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $8,672 | 782 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $165,770 | 19,829 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $154,083 | 27,713 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $171,481 | 29,875 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $301,306 | 38,629 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $290,855 | 38,473 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $220,549 | 29,446 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $28,523 | 3,180 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $26,020 | 2,869 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $30,725 | 2,885 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $126,553 | 17,125 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $138,857 | 21,232 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $41,043 | 5,202 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||