Position in CRD-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$728,188
+$17,987 QoQ
Shares Held
73,038
+15.7% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026Cerity Partners LLC holds $83,268,357 across 9 Insurance Brokers names. CRD-A ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
213,048 | $36,953,174 | |
| 2 | AON |
Aon plc
|
67,369 | $21,745,364 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,710 | $10,116,450 | |
| 4 | WTW |
Willis Towers Watson PLC
|
19,460 | $5,657,020 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,243 | $4,584,647 | |
| 6 | BRO |
Brown & Brown, Inc.
|
37,771 | $2,463,046 | |
| 7 | CRVL |
Corvel Corp
|
18,551 | $1,013,810 | |
| 8 | CRD-A |
Crawford & Co
This page
|
73,038 | $728,188 |
All Filings in CRD-A
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $728,188 | 73,038 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $710,201 | 63,129 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $674,560 | 63,043 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $666,434 | 62,990 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $719,197 | 62,977 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $646,227 | 55,902 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $613,201 | 55,898 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,941 | 55,896 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $527,089 | 55,895 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $538,060 | 40,824 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $452,738 | 40,824 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $341,288 | 40,824 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $161,573 | 29,060 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $166,804 | 29,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $226,980 | 29,100 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $219,693 | 29,060 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||