Position in EZRA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19
-$23 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 12 holders
Holding Since
Sep 2024
5 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, 2026WELLS FARGO & COMPANY/MN holds $903,232,602 across 19 Insurance Brokers names. EZRA ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
325,319 | $12,284,044 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 |
All Filings in EZRA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19 | 6 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42 | 242 | Shares | Defined | 2026-07-08 | |
| 2025-12-31 | $123 | 242 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $222 | 242 | Shares | Defined | 2025-11-13 | |
| 2024-09-30 | $23,378 | 10,437 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||