Position in CRD-A
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$8,544
-$759 QoQ
Shares Held
857
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026CITIGROUP INC holds $366,563,713 across 18 Insurance Brokers names. CRD-A ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
523,616 | $90,821,193 | |
| 2 | AON |
Aon plc
|
250,447 | $80,839,281 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
295,088 | $63,910,157 | |
| 4 | WTW |
Willis Towers Watson PLC
|
166,638 | $48,441,665 | |
| 5 | BRO |
Brown & Brown, Inc.
|
740,531 | $48,290,024 | |
| 6 | ERIE |
Erie Indemnity Co
|
105,594 | $26,536,826 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
128,309 | $5,473,661 | |
| 8 | CRVL |
Corvel Corp
|
30,420 | $1,662,452 |
All Filings in CRD-A
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,544 | 857 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,303 | 827 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,676 | 1,839 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $72,874 | 6,888 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $134,995 | 11,821 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $151,111 | 13,072 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $121,217 | 11,050 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $29,470 | 3,411 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $23,527 | 2,495 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $28,270 | 2,145 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,036 | 111 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $48,995 | 4,418 | Shares | Defined | 2023-08-10 | |
| 2022-12-31 | $772 | 139 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,354 | 236 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,685,806 | 216,129 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,299 | 701 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $30,896 | 4,125 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $19,186 | 2,139 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $142,163 | 15,674 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $130,398 | 12,244 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $116,843 | 15,811 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $91,624 | 14,010 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,603 | 5,273 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $34,465 | 4,787 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||