Position in CRD-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,138
-$917 QoQ
Shares Held
716
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $387,332,326 across 15 Insurance Brokers names. CRD-A ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
723,789 | $125,541,201 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,708,136 | $111,387,548 | |
| 3 | AON |
Aon plc
|
259,033 | $83,610,671 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
222,038 | $48,088,989 | |
| 5 | WTW |
Willis Towers Watson PLC
|
51,366 | $14,932,095 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
63,986 | $2,729,642 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
17,241 | $378,267 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
14,991 | $362,632 |
All Filings in CRD-A
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,138 | 716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,055 | 716 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,661 | 716 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,575 | 716 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,176 | 716 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $8,276 | 716 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,854 | 716 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,186 | 716 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||