Position in EZRA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$761
-$2,224 QoQ
Shares Held
4,301
-26.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EZRA Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,618,633,693 across 19 Insurance Brokers names. EZRA ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in EZRA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $761 | 4,301 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,985 | 5,843 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,139 | 7,760 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,034 | 17,131 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,328 | 11,200 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $111,842 | 43,350 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,142 | 12,117 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||