Position in CRD-A
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$563
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 115 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rialto Wealth Management, LLC holds $83,289 across 8 Insurance Brokers names. CRD-A ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
254 | $42,334 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
86 | $19,743 | |
| 3 | BRO |
Brown & Brown, Inc.
|
118 | $7,569 | |
| 4 | AON |
Aon plc
|
22 | $7,297 | |
| 5 | WTW |
Willis Towers Watson PLC
|
12 | $3,136 | |
| 6 | CRVL |
Corvel Corp
|
27 | $1,688 | |
| 7 | ERIE |
Erie Indemnity Co
|
4 | $959 | |
| 8 | CRD-A |
Crawford & Co
This page
|
50 | $563 |
All Filings in CRD-A
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563 | 50 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||