Position in CRD-A
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$181,133
-$33,910 QoQ
Shares Held
18,168
-5.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $2,689,359,034 across 12 Insurance Brokers names. CRD-A ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
2,327,401 | $676,575,461 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,884,778 | $673,814,736 | |
| 3 | AON |
Aon plc
|
1,486,623 | $479,852,164 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,715,812 | $371,610,556 | |
| 5 | ERIE |
Erie Indemnity Co
|
996,546 | $250,441,973 | |
| 6 | BRO |
Brown & Brown, Inc.
|
3,481,309 | $227,016,155 | |
| 7 | CRVL |
Corvel Corp
|
120,642 | $6,593,082 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
70,102 | $1,538,036 |
All Filings in CRD-A
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,133 | 18,168 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $215,043 | 19,115 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $251,106 | 23,468 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $301,994 | 28,544 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $359,043 | 31,440 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $406,539 | 35,168 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $387,305 | 35,306 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $618,839 | 71,625 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $472,272 | 50,082 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $448,422 | 34,023 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $135,626 | 14,521 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $214,949 | 38,660 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $91,985 | 11,793 | Shares | Defined | 2022-08-15 | |
| 2020-12-31 | $98,013 | 13,263 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||