Position in CRD-A
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$413,276
-$283,740 QoQ
Shares Held
41,452
-33.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026HB Wealth Management, LLC holds $11,629,176 across 7 Insurance Brokers names. CRD-A ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,142 | $3,146,729 | |
| 2 | AON |
Aon plc
|
7,509 | $2,423,755 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,692 | $2,099,093 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
74,451 | $1,633,454 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,877 | $970,129 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,243 | $942,740 | |
| 7 | CRD-A |
Crawford & Co
This page
|
41,452 | $413,276 |
All Filings in CRD-A
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||