Position in EZRA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,837
+$61,076 QoQ
Shares Held
19,027
+17517.6% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 12 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026UBS Group AG holds $1,489,678,673 across 22 Insurance Brokers names. EZRA ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,201,085 | $83,112,967 | |
| 6 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 8 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 |
All Filings in EZRA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,837 | 19,027 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||