Position in EZRA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$42
-$81 QoQ
Shares Held
242
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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, 2026WELLS FARGO & COMPANY/MN holds $925,404,726 across 17 Insurance Brokers names. EZRA ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,579,008 | $447,328,935 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,998,461 | $195,529,639 | |
| 3 | AON |
Aon plc
|
365,706 | $118,042,580 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,535 | $104,940,588 | |
| 5 | CRVL |
Corvel Corp
|
461,922 | $25,244,037 | |
| 6 | WTW |
Willis Towers Watson PLC
|
42,250 | $12,282,074 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
179,474 | $7,656,359 | |
| 8 | ERIE |
Erie Indemnity Co
|
25,900 | $6,508,927 |
All Filings in EZRA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42 | 242 | Shares | Defined | 2026-05-11 | |
| 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. | ||||||