Position in CRD-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$674,955
-$269,334 QoQ
Shares Held
67,699
-19.3% QoQ
Ownership
0.139%
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 91%
Shared 0%
None 9%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $4,723,296,428 across 21 Insurance Brokers names. CRD-A ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,374,945 | $2,057,704,737 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,473,992 | $1,122,913,904 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,056,175 | $878,486,374 | |
| 4 | WTW |
Willis Towers Watson PLC
|
814,668 | $236,823,979 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,244,972 | $211,604,616 | |
| 6 | ERIE |
Erie Indemnity Co
|
457,757 | $115,038,907 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,803,207 | $39,562,358 | |
| 8 | CRVL |
Corvel Corp
|
694,906 | $37,976,607 |
All Filings in CRD-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $674,955 | 67,699 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $944,289 | 83,937 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $807,439 | 75,462 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $913,114 | 86,306 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $736,404 | 64,484 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $982,689 | 85,008 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,079,772 | 98,430 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $694,454 | 80,377 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $870,027 | 92,262 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,367,316 | 103,742 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $805,600 | 86,253 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $902,866 | 81,413 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $696,779 | 83,347 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $737,264 | 132,602 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $682,975 | 118,986 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,083,549 | 138,917 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $576,433 | 76,248 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $640,079 | 85,458 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $629,618 | 70,192 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $539,282 | 59,458 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $361,161 | 33,912 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $292,428 | 39,571 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $165,559 | 25,315 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $231,010 | 29,279 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $189,057 | 26,258 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||