Position in CRD-A
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$232,342
-$180,934 QoQ
Shares Held
20,616
-50.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 115 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $16,257,777 across 9 Insurance Brokers names. CRD-A ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
9,279 | $3,077,751 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
12,157 | $2,790,882 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
103,226 | $2,743,747 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
16,262 | $2,710,387 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
56,983 | $2,151,678 | |
| 6 | BRO |
Brown & Brown, Inc.
|
22,415 | $1,437,922 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,245 | $848,145 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,105 | $264,923 |
All Filings in CRD-A
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,342 | 20,616 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $413,276 | 41,452 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $697,016 | 61,957 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $882,011 | 82,431 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,073,457 | 101,461 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||