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Equibles

Callan Family Office, LLC

Family Office

Position in CRD-A — Crawford & Co

CIK 1938970 RADNOR, PA
Back to CRD-A Full portfolio

Position in CRD-A

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$129,605
+$14,950 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
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, 2026

Callan Family Office, LLC holds $30,604,814 across 11 Insurance Brokers names. CRD-A ranks #9 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 66,601 $11,100,388
2 AON
Aon plc
 23,980 $7,953,926
3 AJG
Arthur J. Gallagher & Co.
 20,355 $4,672,897
4 CRVL
Corvel Corp
 61,305 $3,832,788
5 BRO
Brown & Brown, Inc.
 18,986 $1,217,951
6 WTW
Willis Towers Watson PLC
 3,387 $885,260
7 RYAN
Ryan Specialty Holdings, Inc.
 10,737 $405,429
8 GSHD
Goosehead Insurance, Inc.
 7,675 $372,237

All Filings in CRD-A

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $129,605 11,500
2026-03-31 $114,655 11,500
2025-12-31 $129,375 11,500
2025-09-30 $123,050 11,500
2025-06-30 $134,323 12,696