Position in CRD-A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$843,897
+$115,709 QoQ
Shares Held
74,880
+2.5% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 115 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 97%
Shared 1%
None 2%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $88,734,584 across 13 Insurance Brokers names. CRD-A ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
183,081 | $30,514,109 | |
| 2 | AON |
Aon plc
|
90,060 | $29,872,000 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
43,956 | $10,090,977 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,911 | $5,511,189 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,987 | $4,552,132 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,135 | $3,694,464 | |
| 7 | CRVL |
Corvel Corp
|
26,904 | $1,682,037 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
37,144 | $987,285 |
All Filings in CRD-A
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,897 | 74,880 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||