Position in CRD-A
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,105,838
-$1,045,069 QoQ
Shares Held
913,324
+1.2% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 7%
None 4%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,524,159,990 across 14 Insurance Brokers names. CRD-A ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,253,769 | $404,691,555 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,033,933 | $352,785,677 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,000,558 | $290,862,208 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
853,192 | $184,784,320 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,710,837 | $111,563,678 | |
| 6 | CRVL |
Corvel Corp
|
1,160,553 | $63,424,219 | |
| 7 | ERIE |
Erie Indemnity Co
|
225,993 | $56,794,299 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,333,871 | $29,265,127 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,105,838 | 913,324 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,150,907 | 902,303 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,680,662 | 904,735 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,616,615 | 908,943 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,609,532 | 929,031 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,002,574 | 951,780 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,525,208 | 959,454 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,371,579 | 968,933 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,251,752 | 981,098 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,960,260 | 983,328 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,378,329 | 1,004,104 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,135,566 | 1,004,109 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,089,392 | 967,631 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,490,859 | 987,565 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,674,080 | 988,516 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,833,351 | 1,004,276 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,604,702 | 1,005,913 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,551,897 | 1,008,264 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,209,319 | 1,026,680 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,366,108 | 1,032,647 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,368,672 | 1,067,481 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,195,569 | 1,109,008 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $7,442,696 | 1,138,027 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,014,474 | 1,142,519 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,233,704 | 1,143,570 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||