Position in CRD-A
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$368,670
-$104,031 QoQ
Shares Held
36,978
-12.0% QoQ
Ownership
0.076%
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 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, 2026BANK OF AMERICA CORP /DE/ holds $2,307,813,148 across 16 Insurance Brokers names. CRD-A ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,939,614 | $856,776,044 | |
| 2 | AON |
Aon plc
|
1,582,680 | $510,857,447 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,854,488 | $401,645,007 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,623,179 | $236,267,500 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474,881 | $138,047,904 | |
| 6 | ERIE |
Erie Indemnity Co
|
479,782 | $120,574,013 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
848,407 | $18,614,047 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
329,333 | $14,049,344 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,670 | 36,978 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $472,701 | 42,018 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $386,579 | 36,129 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $558,474 | 52,786 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $232,396 | 20,350 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $288,825 | 24,985 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $255,929 | 23,330 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $202,944 | 23,489 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $134,546 | 14,268 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $416,315 | 31,587 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $179,037 | 19,169 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $78,948 | 7,119 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $152,008 | 18,183 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $234,525 | 42,181 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $247,858 | 43,181 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $337,473 | 43,266 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $318,803 | 42,170 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $371,780 | 49,637 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $619,062 | 69,015 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $564,179 | 62,203 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $544,937 | 51,168 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $162,984 | 22,055 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $119,589 | 18,286 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $120,612 | 15,287 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $82,266 | 11,426 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||