Position in EZRA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,682
+$15,734 QoQ
Shares Held
5,133
+3730.6% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 12 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EZRA Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. EZRA ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,682,829 | $63,543,616 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,277,033 | $60,523,535 |
All Filings in EZRA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,682 | 5,133 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $948 | 5,357 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $430 | 230 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1 | 1 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||