Position in CRD-A
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$266,715
+$32,809 QoQ
Shares Held
23,666
+0.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 19 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. CRD-A ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55,681 | $9,280,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
20,780 | $4,770,464 | |
| 3 | AON |
Aon plc
|
8,294 | $2,751,036 | |
| 4 | BRO |
Brown & Brown, Inc.
|
27,275 | $1,749,691 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,737 | $976,739 | |
| 6 | CRVL |
Corvel Corp
|
14,380 | $899,037 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,935 | $433,347 | |
| 8 | CRD-A |
Crawford & Co
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|
23,666 | $266,715 |
All Filings in CRD-A
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,715 | 23,666 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $233,906 | 23,461 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $262,248 | 23,311 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $249,887 | 23,354 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $250,608 | 23,687 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $470,401 | 41,191 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $446,146 | 38,594 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $501,043 | 45,674 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $387,504 | 44,850 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||