Position in CRD-A
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$123,383
+$14,232 QoQ
Shares Held
10,948
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#72
of 115 holders
Holding Since
Mar 2026
2 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, 2026Fortis Capital Advisors, LLC holds $586,753 across 2 Insurance Brokers names. CRD-A ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,397 | $463,370 | |
| 2 | CRD-A |
Crawford & Co
This page
|
10,948 | $123,383 |
All Filings in CRD-A
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,383 | 10,948 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $109,151 | 10,948 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||