Position in CRD-A
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,296,675
+$2,110,531 QoQ
Shares Held
1,623,485
0.0% QoQ
Ownership
3.33%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1
of 19 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026TRUIST FINANCIAL CORP holds $117,276,419 across 7 Insurance Brokers names. CRD-A ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
246,124 | $41,021,486 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
89,354 | $20,512,996 | |
| 3 | CRD-A |
Crawford & Co
This page
|
1,623,485 | $18,296,675 | |
| 4 | ERIE |
Erie Indemnity Co
|
60,696 | $14,551,866 | |
| 5 | BRO |
Brown & Brown, Inc.
|
177,523 | $11,388,099 | |
| 6 | AON |
Aon plc
|
31,635 | $10,493,012 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,873 | $1,012,285 |
All Filings in CRD-A
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,296,675 | 1,623,485 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $16,186,144 | 1,623,485 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $18,264,205 | 1,623,485 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,371,288 | 1,623,485 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $17,241,188 | 1,629,602 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $18,610,054 | 1,629,602 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $18,767,486 | 1,623,485 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $17,820,599 | 1,624,485 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,124,299 | 1,634,757 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $15,415,757 | 1,634,757 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,397,532 | 1,623,485 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $15,163,349 | 1,623,485 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,004,448 | 1,623,485 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $14,265,921 | 1,706,450 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $9,494,422 | 1,707,630 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $9,801,795 | 1,707,630 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $13,222,013 | 1,695,130 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $13,041,982 | 1,725,130 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $12,374,078 | 1,652,080 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,819,157 | 1,652,080 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $15,438,482 | 1,702,148 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,059,047 | 1,789,582 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,065,423 | 1,767,987 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $11,562,634 | 1,767,987 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $14,248,448 | 1,805,887 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $11,699,531 | 1,624,935 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||