Position in CRD-A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$66,349
-$8,913 QoQ
Shares Held
6,655
-0.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $7,490,800,797 across 15 Insurance Brokers names. CRD-A ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
19,568,047 | $4,238,047,608 | |
| 2 | AON |
Aon plc
|
5,641,431 | $1,820,941,088 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,093,392 | $1,056,898,832 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,137,024 | $204,565,329 | |
| 5 | WTW |
Willis Towers Watson PLC
|
271,647 | $78,967,775 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
1,481,103 | $35,827,881 | |
| 7 | ARX |
Accelerant Holdings
|
2,020,368 | $26,992,115 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
424,138 | $9,305,585 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,349 | 6,655 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $75,262 | 6,690 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $73,369 | 6,857 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $87,845 | 8,303 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $83,457 | 7,308 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $78,803 | 6,817 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $74,376 | 6,780 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $61,549 | 7,124 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $55,117 | 5,845 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $216,915 | 16,458 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $126,257 | 13,518 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $142,650 | 12,863 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $103,287 | 12,355 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $68,682 | 12,353 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $55,712 | 9,706 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $80,519 | 10,323 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $88,481 | 11,704 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $192,222 | 25,664 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $188,817 | 21,050 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $368,557 | 40,635 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $546,066 | 51,274 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $379,704 | 51,381 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $91,624 | 14,010 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $138,421 | 17,544 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $37,454 | 5,202 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||