Position in CRD-A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,202,980
+$524,167 QoQ
Shares Held
120,660
+100.0% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. CRD-A ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in CRD-A
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,202,980 | 120,660 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $678,813 | 60,339 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||