Position in CRD-A
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$135
+$14 QoQ
Shares Held
12
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 115 holders
Holding Since
Mar 2023
14 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, 2026Capital Advisors, Ltd. LLC holds $155,008 across 9 Insurance Brokers names. CRD-A ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
148 | $49,090 | |
| 2 | WTW |
Willis Towers Watson PLC
|
118 | $30,841 | |
| 3 | BRO |
Brown & Brown, Inc.
|
466 | $29,893 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
162 | $27,000 | |
| 5 | ERIE |
Erie Indemnity Co
|
51 | $12,227 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
15 | $3,443 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
49 | $2,376 | |
| 8 | CRD-A |
Crawford & Co
This page
|
12 | $135 |
All Filings in CRD-A
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135 | 12 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 CRD-B | $2 | 157 | Shares | Sole | 2026-04-16 | |
| 2026-03-31 | $119 | 12 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 CRD-B | $2 | 157 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $1 | 48 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 CRD-B | $2 | 157 | Shares | Sole | 2025-10-16 | |
| 2025-09-30 | $909 | 85 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 CRD-B | $2 | 157 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $126 | 12 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 CRD-B | $2 | 157 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $137 | 12 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 CRD-B | $1,825 | 157 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $138 | 12 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 CRD-B | $2 | 157 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $131 | 12 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 CRD-B | $1 | 178 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $103 | 12 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 CRD-B | $1 | 157 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $113 | 12 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 CRD-B | $2,053 | 157 | Shares | Sole | 2024-02-02 | |
| 2023-12-31 | $158 | 12 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 CRD-B | $1 | 157 | Shares | Sole | 2023-10-27 | |
| 2023-09-30 | $2,923 | 313 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 CRD-B | $1 | 157 | Shares | Sole | 2023-07-26 | |
| 2023-06-30 | $3 | 313 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 CRD-B | $253 | 33 | Shares | Sole | 2023-05-03 | |
| 2023-03-31 | $100 | 12 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||