Position in EZRA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$429
+$375 QoQ
Shares Held
2,428
+4015.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026CITIGROUP INC holds $366,563,713 across 18 Insurance Brokers names. EZRA ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
523,616 | $90,821,193 | |
| 2 | AON |
Aon plc
|
250,447 | $80,839,281 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
295,088 | $63,910,157 | |
| 4 | WTW |
Willis Towers Watson PLC
|
166,638 | $48,441,665 | |
| 5 | BRO |
Brown & Brown, Inc.
|
740,531 | $48,290,024 | |
| 6 | ERIE |
Erie Indemnity Co
|
105,594 | $26,536,826 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
128,309 | $5,473,661 | |
| 8 | CRVL |
Corvel Corp
|
30,420 | $1,662,452 |
All Filings in EZRA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429 | 2,428 | Shares | Defined | 2026-05-11 | |
| 2025-09-30 | $54 | 59 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $15,362 | 8,215 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||