Position in HUIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,051
+$590 QoQ
Shares Held
947
+148.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 7 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. HUIZ 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 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in HUIZ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051 | 947 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $461 | 381 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $562 | 200 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $40,377 | 11,841 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $96,180 | 46,464 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $552 | 211 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,250 | 9,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,630 | 4,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233 | 231 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,173 | 5,415 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $191 | 176 | Shares | Sole | 2023-11-09 | |
| 2022-03-31 | $2,047 | 1,575 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,571 | 5,994 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $12,061 | 1,441 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $105 | 15 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $2,415 | 300 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||