Position in CRD-A
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,019
-$1,332 QoQ
Shares Held
1,005
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. CRD-A ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,815 | $23,383,661 | |
| 2 | AON |
Aon plc
|
29,527 | $9,530,725 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
26,731 | $5,789,399 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
114,948 | $2,521,959 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,195 | $1,510,186 | |
| 6 | BRO |
Brown & Brown, Inc.
|
8,239 | $537,265 | |
| 7 | CRVL |
Corvel Corp
|
6,942 | $379,380 | |
| 8 | ERIE |
Erie Indemnity Co
|
399 | $100,272 |
All Filings in CRD-A
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,019 | 1,005 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,351 | 1,009 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,593 | 990 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,744 | 921 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,369 | 908 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,745 | 670 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,307 | 575 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,052 | 469 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,847 | 302 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,161 | 164 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,531 | 164 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,818 | 164 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,371 | 164 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $756 | 136 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $304 | 53 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,179 | 1,305 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,506 | 1,522 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||