Position in CRD-A
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$225,400
New position
Shares Held
20,000
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 19 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $135,078,694 across 9 Insurance Brokers names. CRD-A ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
197,440 | $45,326,300 | |
| 2 | AON |
Aon plc
|
108,328 | $35,931,314 | |
| 3 | BRO |
Brown & Brown, Inc.
|
500,666 | $32,117,723 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,510 | $12,585,251 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
105,131 | $2,794,381 | |
| 6 | WTW |
Willis Towers Watson PLC
|
10,611 | $2,773,396 | |
| 7 | CRVL |
Corvel Corp
|
40,700 | $2,544,564 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
16,090 | $780,365 |
All Filings in CRD-A
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,400 | 20,000 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||