Position in LIFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,528
+$42,110 QoQ
Shares Held
3,447
+88.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 72 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIFE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. LIFE ranks #14 (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 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in LIFE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,528 | 3,447 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $20,418 | 1,828 | Shares | Defined | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||