Position in CRD-A
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$171,022
+$37,405 QoQ
Shares Held
15,175
+13.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 19 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Farther Finance Advisors, LLC holds $5,122,586 across 15 Insurance Brokers names. CRD-A ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,005 | $1,660,108 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,503 | $1,492,893 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,543 | $1,257,191 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,022 | $267,120 | |
| 5 | CRD-A |
Crawford & Co
This page
|
15,175 | $171,022 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,662 | $170,767 | |
| 7 | ERIE |
Erie Indemnity Co
|
148 | $35,483 | |
| 8 | CRVL |
Corvel Corp
|
424 | $26,508 |
All Filings in CRD-A
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,022 | 15,175 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $133,617 | 13,402 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $104,298 | 9,271 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $101,928 | 9,526 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $60,432 | 5,712 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||