Position in CRD-A
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$229
-$243 QoQ
Shares Held
23
-45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Essential Partners LLC holds $441,384 across 13 Insurance Brokers names. CRD-A ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
771 | $248,863 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
868 | $150,554 | |
| 3 | WTW |
Willis Towers Watson PLC
|
39 | $11,337 | |
| 4 | CRVL |
Corvel Corp
|
207 | $11,312 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
470 | $10,311 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
24 | $5,197 | |
| 7 | ERIE |
Erie Indemnity Co
|
7 | $1,759 | |
| 8 | SLQT |
SelectQuote, Inc.
|
1,653 | $1,041 |
All Filings in CRD-A
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229 | 23 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $472 | 42 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $428 | 40 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $95 | 9 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||