Position in CRD-A
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$94,753
+$42,182 QoQ
Shares Held
9,504
+103.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,618,633,693 across 19 Insurance Brokers names. CRD-A ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,753 | 9,504 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $52,571 | 4,673 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $121,454 | 11,351 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $118,410 | 11,192 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $180,377 | 15,795 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $220,968 | 19,115 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $100,605 | 9,171 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,758 | 8,537 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $163,374 | 17,325 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $210,510 | 15,972 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $65,520 | 7,015 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $90,727 | 8,181 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $39,776 | 4,758 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,972 | 5,031 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,215 | 386 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,762 | 1,508 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,208 | 689 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,733 | 6,106 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $681 | 76 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,847 | 2,519 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $70,897 | 6,657 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $85,709 | 11,598 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $70,219 | 10,737 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $62,544 | 7,927 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $75,628 | 10,504 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||