Position in CRD-A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$114,655
-$14,720 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
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, 2026Callan Family Office, LLC holds $31,091,241 across 9 Insurance Brokers names. CRD-A ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
70,348 | $12,201,860 | |
| 2 | AON |
Aon plc
|
25,719 | $8,301,578 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
20,312 | $4,399,172 | |
| 4 | CRVL |
Corvel Corp
|
61,267 | $3,348,241 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,173 | $1,213,091 | |
| 6 | BRO |
Brown & Brown, Inc.
|
16,782 | $1,094,354 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
9,290 | $396,311 | |
| 8 | CRD-A |
Crawford & Co
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|
11,500 | $114,655 |
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 | $114,655 | 11,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $129,375 | 11,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $123,050 | 11,500 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $134,323 | 12,696 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||