Position in CRD-A
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,244,567
-$721,160 QoQ
Shares Held
425,734
-3.5% QoQ
Ownership
0.873%
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 94%
Shared 0%
None 6%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $925,404,726 across 17 Insurance Brokers names. CRD-A ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,579,008 | $447,328,935 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,998,461 | $195,529,639 | |
| 3 | AON |
Aon plc
|
365,706 | $118,042,580 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,535 | $104,940,588 | |
| 5 | CRVL |
Corvel Corp
|
461,922 | $25,244,037 | |
| 6 | WTW |
Willis Towers Watson PLC
|
42,250 | $12,282,074 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
179,474 | $7,656,359 | |
| 8 | ERIE |
Erie Indemnity Co
|
25,900 | $6,508,927 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,244,567 | 425,734 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,965,727 | 441,398 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,676,862 | 437,090 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,692,208 | 443,498 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,055,599 | 442,697 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,282,005 | 456,921 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,056,730 | 460,960 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,064,168 | 470,390 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,511,037 | 478,371 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,579,600 | 499,211 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,596,923 | 492,176 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,519,747 | 497,723 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,626,205 | 553,374 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,055,498 | 549,550 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,261,019 | 568,122 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,413,988 | 565,896 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,391,543 | 580,892 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,732,129 | 631,793 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,533,783 | 728,404 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,262,452 | 690,458 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,895,150 | 647,432 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,243,277 | 709,510 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,750,399 | 726,361 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,725,708 | 725,692 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,365,316 | 745,183 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||