Position in CRD-A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$493,068
+$119,304 QoQ
Shares Held
45,460
+22.5% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 115 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $484,270,007 across 16 Insurance Brokers names. CRD-A ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,187,191 | $197,869,121 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
471,875 | $108,328,342 | |
| 3 | AON |
Aon plc
|
204,967 | $67,985,502 | |
| 4 | WTW |
Willis Towers Watson PLC
|
171,556 | $44,839,590 | |
| 5 | BRO |
Brown & Brown, Inc.
|
519,257 | $33,310,335 | |
| 6 | CRVL |
Corvel Corp
|
271,516 | $16,975,179 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
175,219 | $6,616,269 | |
| 8 | TREE |
LendingTree, Inc.
|
60,846 | $2,694,868 |
All Filings in CRD-A
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,867 | 22,526 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $141,802 | 14,223 | Shares | Defined | 2026-05-14 | |
| 2025-06-30 | $1,809 | 171 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||