Position in CRD-A
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$109,151
New position
Shares Held
10,948
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Fortis Capital Advisors, LLC holds $556,846 across 2 Insurance Brokers names. CRD-A ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,387 | $447,695 | |
| 2 | CRD-A |
Crawford & Co
This page
|
10,948 | $109,151 |
All Filings in CRD-A
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,151 | 10,948 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||