Position in CRD-A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,086,606
-$2,157,961 QoQ
Shares Held
185,147
-56.5% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $903,232,602 across 19 Insurance Brokers names. CRD-A ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
325,319 | $12,284,044 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 |
All Filings in CRD-A
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,086,606 | 185,147 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||