Position in CRD-A
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$864,618
-$64,935 QoQ
Shares Held
86,722
+5.0% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $4,766,994 across 6 Insurance Brokers names. CRD-A ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,550 | $1,829,897 | |
| 2 | AON |
Aon plc
|
2,752 | $888,290 | |
| 3 | CRD-A |
Crawford & Co
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|
86,722 | $864,618 | |
| 4 | BRO |
Brown & Brown, Inc.
|
6,269 | $408,801 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,403 | $407,852 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
1,697 | $367,536 |
All Filings in CRD-A
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $864,618 | 86,722 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $929,553 | 82,627 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $689,754 | 64,463 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $823,896 | 77,873 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $660,943 | 57,876 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $443,846 | 38,395 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $232,158 | 21,163 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $175,089 | 20,265 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $230,865 | 24,482 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $451,415 | 34,250 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $362,597 | 38,822 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $266,415 | 24,023 | Shares | Sole | 2023-07-17 | |
| 2022-06-30 | $78,351 | 10,045 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||