Position in CRD-A
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,178,120
+$136,265 QoQ
Shares Held
104,536
+0.0% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 115 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $35,649,484 across 8 Insurance Brokers names. CRD-A ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
133,226 | $8,546,447 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
37,074 | $8,511,078 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
49,512 | $8,252,165 | |
| 4 | AON |
Aon plc
|
20,071 | $6,657,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,800 | $1,515,946 | |
| 6 | CRD-A |
Crawford & Co
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|
104,536 | $1,178,120 | |
| 7 | ERIE |
Erie Indemnity Co
|
4,023 | $964,514 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $23,865 |
All Filings in CRD-A
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,178,120 | 104,536 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,041,855 | 104,499 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,173,588 | 104,319 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,120,161 | 104,688 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,001,227 | 94,634 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,055,356 | 92,413 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,098,408 | 95,018 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,054,644 | 96,139 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $804,893 | 93,159 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $861,326 | 91,339 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $962,574 | 73,033 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $668,202 | 71,542 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $750,682 | 67,690 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $563,171 | 67,365 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $285,405 | 51,332 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $101,655 | 17,710 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,615 | 21,361 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||