Insurance Agents, Brokers, and Service - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-05 13F-HR/A MMC / Marsh & McLennan Companies Oddo Bhf Asset Management Sas 12,504 0 -100.00
2026-06-05 13F-HR/A AJG / Arthur J. Gallagher Oddo Bhf Asset Management Sas 16,804 0 -100.00
2026-06-05 13F-HR/A ERIE / Erie Indemnity Oddo Bhf Asset Management Sas 3,360 0 -100.00
2026-06-04 13F-HR AJG / Arthur J. Gallagher Evansbrook LLC 1,392 1,392 0.00
2026-06-04 SCHEDULE 13G/A GSHD / Goosehead Insurance Kayne Anderson Rudnick Investment Management Llc 2,258,181 2,453,903 8.67
2026-06-04 13F-HR/A MRSH / Marsh & McLennan Companies Chelsea Counsel Co 300 300 0.00
2026-06-03 13F-HR BRO / Brown & Brown Storebrand Asset Management As 373,205 377,216 1.07
2026-06-03 13F-HR EQH / Equitable Holdings Storebrand Asset Management As 746,534 748,039 0.20
2026-06-03 13F-HR MRSH / Marsh & McLennan Companies Storebrand Asset Management As 996,143
2026-06-03 13F-HR BRO / Brown & Brown Storebrand Asset Management As 737,323
2026-06-03 13F-HR EQH / Equitable Holdings Storebrand Asset Management As 646,865
2026-06-03 13F-HR MRSH / Marsh & McLennan Companies Storebrand Asset Management As 996,143 865,365 -13.13
2026-06-03 13F-HR MRSH / Marsh & McLennan Companies Storebrand Asset Management As 865,365 979,801 13.22
2026-06-03 13F-HR EQH / Equitable Holdings Storebrand Asset Management As 646,865 746,534 15.41
2026-06-03 13F-HR BRO / Brown & Brown Storebrand Asset Management As 737,323 373,205 -49.38
2026-06-03 13F-HR AJG / Arthur J. Gallagher Storebrand Asset Management As 160,197
2026-06-03 13F-HR AON / Aon Storebrand Asset Management As 142,989 143,907 0.64
2026-06-03 13F-HR ERIE / Erie Indemnity Storebrand Asset Management As 2,768
2026-06-03 13F-HR AJG / Arthur J. Gallagher Storebrand Asset Management As 167,515 169,748 1.33
2026-06-03 13F-HR AJG / Arthur J. Gallagher Storebrand Asset Management As 160,197 167,515 4.57
2026-06-03 13F-HR AON / Aon Storebrand Asset Management As 143,907 144,362 0.32
2026-06-03 13F-HR ERIE / Erie Indemnity Storebrand Asset Management As 2,768 2,880 4.05
2026-06-03 13F-HR WTW / Willis Towers Watson Public Limited Storebrand Asset Management As 76,029
2026-06-03 13F-HR AON / Aon Storebrand Asset Management As 142,989
2026-06-03 13F-HR WTW / Willis Towers Watson Public Limited Storebrand Asset Management As 76,992 77,320 0.43
2026-06-03 13F-HR WTW / Willis Towers Watson Public Limited Storebrand Asset Management As 76,029 76,992 1.27
2026-06-03 13F-HR ERIE / Erie Indemnity Storebrand Asset Management As 2,880 2,504 -13.06
2026-06-02 13F-HR/A AON / Aon DV Trading LLC 80 0 -100.00
2026-06-02 13F-HR/A GOCO / GoHealth Optiver Holding B.V. 78 78 0.00
2026-06-02 13F-HR/A SLQT / SelectQuote Optiver Holding B.V. 2,142 0 -100.00
2026-06-02 13F-HR AJG / Arthur J. Gallagher First Nebraska Trust Co 12,289
2026-06-02 13F-HR/A AJG / Arthur J. Gallagher DV Trading LLC 360 0 -100.00
2026-06-02 13F-HR/A AJG / Arthur J. Gallagher Optiver Holding B.V. 706 0 -100.00
2026-06-02 13F-HR/A RDZN / Roadzen Optiver Holding B.V. 8 8 0.00
2026-06-02 13F-HR/A AON / Aon Optiver Holding B.V. 70 0 -100.00
2026-06-02 13F-HR/A RYAN / Ryan Specialty Holdings Optiver Holding B.V. 40 0 -100.00
2026-06-02 13F-HR MRSH / Marsh & McLennan Companies First Nebraska Trust Co 1,245
2026-06-02 13F-HR/A BRO / Brown & Brown Parallel Advisors, LLC 2,700 0 -100.00
2026-06-02 13F-HR/A EQH / Equitable Holdings DV Trading LLC 800 0 -100.00
2026-06-02 13F-HR/A MRSH / Marsh & McLennan Companies Optiver Holding B.V. 0 732
2026-06-02 13F-HR/A EQH / Equitable Holdings Optiver Holding B.V. 1,000 0 -100.00
2026-06-02 13F-HR/A RYAN / Ryan Specialty Holdings DV Trading LLC 500 0 -100.00
2026-06-02 13F-HR/A BWIN / Baldwin Insurance Group Optiver Holding B.V. 152 410 169.74
2026-06-02 13F-HR/A BRO / Brown & Brown Optiver Holding B.V. 653 0 -100.00
2026-06-02 13F-HR/A MRSH / Marsh & McLennan Companies Parallel Advisors, LLC 6,486 0 -100.00
2026-06-02 13F-HR/A BRO / Brown & Brown DV Trading LLC 1,000 0 -100.00
2026-06-01 13F-HR MRSH / Marsh & McLennan Companies Foguth Wealth Management, LLC. 2,479 2,472 -0.28
2026-06-01 13F-HR BRO / Brown & Brown Integrated Investment Consultants, LLC 5,115 0 -100.00
2026-06-01 13F-HR MRSH / Marsh & McLennan Companies First Nebraska Trust Co 1,245 1,305 4.82
2026-06-01 13F-HR MRSH / Marsh & McLennan Companies Flagship Wealth Advisors, Llc 0 30
2026-06-01 13F-HR MRSH / Marsh & McLennan Companies Caerus Investment Advisors, LLC 1,871 2,304 23.14
2026-06-01 13F-HR AJG / Arthur J. Gallagher First Nebraska Trust Co 12,289 13,604 10.70
2026-06-01 13F-HR AON / Aon Caerus Investment Advisors, LLC 886
2026-06-01 13F-HR AON / Aon Financial Solutions Advisory Group, Inc. 812
2026-05-29 13F-HR AON / Aon Roehl & Yi Investment Advisors, LLC 993
2026-05-29 13F-HR AJG / Arthur J. Gallagher Keel Point, LLC 1,092 0 -100.00
2026-05-29 13F-HR AON / Aon Roehl & Yi Investment Advisors, LLC 1,368 1,355 -0.95
2026-05-29 13F-HR AON / Aon Roehl & Yi Investment Advisors, LLC 1,355 1,330 -1.85
2026-05-29 13F-HR AON / Aon Keel Point, LLC 929 737 -20.67
2026-05-29 13F-HR AON / Aon Roehl & Yi Investment Advisors, LLC 993 1,368 37.76
2026-05-29 13F-HR AJG / Arthur J. Gallagher Asset Dedication, LLC 66 8 -87.88
2026-05-29 13F-HR WTW / Willis Towers Watson Public Limited Asset Dedication, LLC 18 18 0.00
2026-05-29 13F-HR AON / Aon Asset Dedication, LLC 680 409 -39.85
2026-05-29 13F-HR GSHD / Goosehead Insurance Asset Dedication, LLC 249 249 0.00
2026-05-29 13F-HR MRSH / Marsh & McLennan Companies Asset Dedication, LLC 180 144 -20.00
2026-05-29 13F-HR BRO / Brown & Brown Asset Dedication, LLC 560 560 0.00
2026-05-29 13F-HR MRSH / Marsh & McLennan Companies Keel Point, LLC 2,113 1,556 -26.36
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 21,028 15,326 -27.12
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 14,599
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 36,498 36,498 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 11,894 6,796 -42.86
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 21,028 21,028 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 21,028 21,028 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 14,599 25,149 72.27
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 25,149 25,149 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 25,149 25,567 1.66
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 6,796 3,899 -42.63
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 36,498 -14.86
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 3,899 0 -100.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Carlson Capital L P 0 1,900
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 26,206 11,894 -54.61
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 36,498 26,206 -28.20
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 30,465 42,869 40.72
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 15,326 0 -100.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 0 -100.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 21,028 21,028 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 30,465 30,465 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR BWIN / Baldwin Insurance Group Henshaw Capital LLC 25,567 21,028 -17.75
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 30,465 30,465 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 17,824 30,465 70.92
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 30,465 30,465 0.00
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 17,824
2026-05-28 13F-HR MRSH / Marsh & McLennan Companies Henshaw Capital LLC 3,466 3,466 0.00
2026-05-28 13F-HR BRO / Brown & Brown Henshaw Capital LLC 42,869 42,869 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274 3,274 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,207 4,389 -15.71
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 8,018 8,684 8.31
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 0 3,058
2026-05-28 13F-HR AJG / Arthur J. Gallagher Cozad Asset Management Inc 1,837 3,003 63.47
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 701 701 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,660 5,207 -8.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274 3,274 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,773 5,923 -12.55
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,789 5,805 0.28
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 7,338 7,351 0.18
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,805 5,821 0.28
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 4,389 4,749 8.20
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 7,351 6,773 -7.86
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 701 0 -100.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,261 6,267 0.10
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274 3,274 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 1,909 1,753 -8.17
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274 5,759 75.90
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,241 6,248 0.11
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,248 6,254 0.10
2026-05-28 13F-HR AJG / Arthur J. Gallagher Carlson Capital L P 0 1,600
2026-05-28 13F-HR WTW / Willis Towers Watson Public Limited Carlson Capital L P 0 1,100
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 8,684 7,338 -15.50
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,058 3,058 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,058 3,058 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274 3,274 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,773 5,789 0.28
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 1,753 701 -60.01
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 3,274 3,274 0.00
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,267 5,660 -9.69
2026-05-28 13F-HR AJG / Arthur J. Gallagher Bannerstone Capital Management, LLC 5,420
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,233 6,241 0.13
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,821 8,018 37.74
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 6,254 6,261 0.11
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,759 5,773 0.24
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 5,923 6,233 5.23
2026-05-28 13F-HR AON / Aon Henshaw Capital LLC 4,749 1,909 -59.80
2026-05-28 13F-HR AON / Aon Carlson Capital L P 600 1,100 83.33
2026-05-27 13F-HR/A ERIE / Erie Indemnity Morgan Stanley 308,364 335,997 8.96
2026-05-27 13F-HR/A HGTY / Hagerty Morgan Stanley 231,267 332,819 43.91
2026-05-27 13F-HR/A GOCO / GoHealth Morgan Stanley 21,761 20,864 -4.12
2026-05-27 13F-HR/A ERIE / Erie Indemnity Morgan Stanley 335,997 399,078 18.77
2026-05-27 13F-HR/A SLQT / SelectQuote Morgan Stanley 1,894,395 1,246,230 -34.21
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 20,000 20,000 0.00
2026-05-27 13F-HR/A GOCO / GoHealth Morgan Stanley 23,826 21,761 -8.67
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 20,000 20,000 0.00
2026-05-27 13F-HR/A RDZN / Roadzen Morgan Stanley 16,674 12,586 -24.52
2026-05-27 13F-HR/A HGTY / Hagerty Morgan Stanley 74,973 231,267 208.47
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 20,000 15,000 -25.00
2026-05-27 13F-HR/A AON / Aon Morgan Stanley 9,467,412 6,136,386 -35.18
2026-05-27 13F-HR/A SLQT / SelectQuote Morgan Stanley 1,246,230 944,197 -24.24
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A AON / Aon Morgan Stanley 6,136,386 5,570,506 -9.22
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A WTW / Willis Towers Watson Public Limited Morgan Stanley 876,398 901,608 2.88
2026-05-27 13F-HR/A WTW / Willis Towers Watson Public Limited Morgan Stanley 901,608 942,389 4.52
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A AJG / Arthur J. Gallagher Morgan Stanley 7,092,653 8,585,790 21.05
2026-05-27 13F-HR/A AJG / Arthur J. Gallagher Morgan Stanley 8,585,790 7,773,808 -9.46
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 20,000
2026-05-27 13F-HR/A RDZN / Roadzen Morgan Stanley 12,586 16,686 32.58
2026-05-27 13F-HR AJG / Arthur J. Gallagher Alpine Woods Capital Investors, Llc 1,395 0 -100.00
2026-05-27 13F-HR AJG / Arthur J. Gallagher Allen Capital Group, LLC 1,895 2,161 14.04
2026-05-27 13F-HR AJG / Arthur J. Gallagher Westshore Wealth, LLC 800 0 -100.00
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A EHTH / eHealth Morgan Stanley 387,584 260,528 -32.78
2026-05-27 13F-HR/A EHTH / eHealth Morgan Stanley 260,528 196,330 -24.64
2026-05-27 13F-HR WTW / Willis Towers Watson Public Limited Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A EZRA / Reliance Global Group Morgan Stanley 230 0 -100.00
2026-05-27 13F-HR/A WDH / Waterdrop Inc. - Depositary Receipt Morgan Stanley 3,631,118 3,522,759 -2.98
2026-05-27 13F-HR/A BWIN / Baldwin Insurance Group Morgan Stanley 224,822 522,958 132.61
2026-05-27 13F-HR/A GSHD / Goosehead Insurance Morgan Stanley 324,305 297,416 -8.29
2026-05-27 13F-HR/A RYAN / Ryan Specialty Holdings Morgan Stanley 2,434,101 2,747,717 12.88
2026-05-27 13F-HR/A RYAN / Ryan Specialty Holdings Morgan Stanley 2,747,717 2,840,310 3.37
2026-05-27 13F-HR/A WDH / Waterdrop Inc. - Depositary Receipt Morgan Stanley 3,385,930 3,631,118 7.24
2026-05-27 13F-HR/A BWIN / Baldwin Insurance Group Morgan Stanley 275,359 224,822 -18.35
2026-05-27 13F-HR/A HUIZ / Huize Holding Limited - Depositary Receipt Morgan Stanley 1,700
2026-05-27 13F-HR/A GSHD / Goosehead Insurance Morgan Stanley 179,738 324,305 80.43
2026-05-27 13F-HR/A EQH / Equitable Holdings Morgan Stanley 4,016,013 3,250,299 -19.07
2026-05-27 13F-HR/A CRVL / CorVel Morgan Stanley 486,668 547,477 12.49
2026-05-27 13F-HR/A AIFU / AIFU Morgan Stanley 8,749 8,149 -6.86
2026-05-27 13F-HR/A CRVL / CorVel Morgan Stanley 407,474 486,668 19.44
2026-05-27 13F-HR/A MRSH / Marsh & McLennan Companies Morgan Stanley 6,494,294 7,052,786 8.60
2026-05-27 13F-HR/A HUIZ / Huize Holding Limited - Depositary Receipt Morgan Stanley 1,700 5,020 195.29
2026-05-27 13F-HR/A AIFU / AIFU Morgan Stanley 8,149 7,649 -6.14
2026-05-27 13F-HR/A MRSH / Marsh & McLennan Companies Morgan Stanley 7,052,786 6,870,731 -2.58
2026-05-27 13F-HR/A BRO / Brown & Brown Morgan Stanley 5,721,498 4,694,589 -17.95
2026-05-27 13F-HR/A BRO / Brown & Brown Morgan Stanley 4,694,589 4,620,122 -1.59
2026-05-27 13F-HR/A EQH / Equitable Holdings Morgan Stanley 4,203,651 4,016,013 -4.46
2026-05-26 13F-HR BRO / Brown & Brown Serenity Investment Advisors 6,533 4,851 -25.75
2026-05-26 13F-HR MRSH / Marsh & McLennan Companies Flatrock Wealth Partners LLC 1,444
2026-05-26 13F-HR MRSH / Marsh & McLennan Companies Axiom Investment Management LLC 0 359
2026-05-26 13F-HR AON / Aon Axiom Investment Management LLC 0 603
2026-05-26 13F-HR AJG / Arthur J. Gallagher Axiom Investment Management LLC 127
2026-05-22 13F-HR ERIE / Erie Indemnity Groupama Asset Managment 2,459
2026-05-22 13F-HR/A AON / Aon Wellington Grp LLC 92
2026-05-22 13F-HR/A WTW / Willis Towers Watson Public Limited Summitry Llc 865 962 11.21
2026-05-22 13F-HR WTW / Willis Towers Watson Public Limited Groupama Asset Managment 937 0 -100.00
2026-05-22 13F-HR AON / Aon Wellington Grp LLC 92
2026-05-22 13F-HR AJG / Arthur J. Gallagher Wellington Grp LLC 6 0 -100.00
2026-05-22 13F-HR AJG / Arthur J. Gallagher Wellington Grp LLC 6
2026-05-22 13F-HR AON / Aon Wellington Grp LLC 92 0 -100.00
2026-05-22 13F-HR BRO / Brown & Brown Wellington Grp LLC 5 0 -100.00
2026-05-22 13F-HR/A BRO / Brown & Brown Summitry Llc 8,086
2026-05-22 13F-HR MRSH / Marsh & McLennan Companies Groupama Asset Managment 2,236 3,766 68.43
2026-05-22 13F-HR/A MRSH / Marsh & McLennan Companies Wellington Grp LLC 1,545
2026-05-22 13F-HR MRSH / Marsh & McLennan Companies Wellington Grp LLC 1,545
2026-05-22 13F-HR MRSH / Marsh & McLennan Companies Wellington Grp LLC 1,545 1,545 0.00
2026-05-22 13F-HR BRO / Brown & Brown Wellington Grp LLC 5
2026-05-22 13F-HR BRO / Brown & Brown Serenity Investment Advisors 6,533
2026-05-21 13F-HR CRVL / CorVel Essential Partners LLC 3
2026-05-21 13F-HR CRVL / CorVel Essential Partners LLC 3 3 0.00
2026-05-21 13F-HR CRVL / CorVel Argent Capital Management Llc 26,601 40,531 52.37
2026-05-21 13F-HR MRSH / Marsh & McLennan Companies Essential Partners LLC 1,337 1,196 -10.55
2026-05-21 13F-HR MRSH / Marsh & McLennan Companies Essential Partners LLC 230
2026-05-21 13F-HR GSHD / Goosehead Insurance Essential Partners LLC 1 3 200.00
2026-05-21 13F-HR RYAN / Ryan Specialty Holdings Essential Partners LLC 21
2026-05-21 13F-HR CRVL / CorVel Essential Partners LLC 3 207 6,800.00
2026-05-21 13F-HR BWIN / Baldwin Insurance Group Essential Partners LLC 3
2026-05-21 13F-HR BWIN / Baldwin Insurance Group Essential Partners LLC 3 470 15,566.67
2026-05-21 13F-HR GSHD / Goosehead Insurance Essential Partners LLC 1
2026-05-21 13F-HR EQH / Equitable Holdings Essential Partners LLC 314 1,084 245.22
2026-05-21 13F-HR EQH / Equitable Holdings Essential Partners LLC 355 483 36.06
2026-05-21 13F-HR EQH / Equitable Holdings Essential Partners LLC 355
2026-05-21 13F-HR MRSH / Marsh & McLennan Companies Verus Capital Partners, Llc 0 1,857
2026-05-21 13F-HR MRSH / Marsh & McLennan Companies Essential Partners LLC 1,196 868 -27.42
2026-05-21 13F-HR MRSH / Marsh & McLennan Companies Essential Partners LLC 230 1,337 481.30
2026-05-21 13F-HR EQH / Equitable Holdings Essential Partners LLC 483 314 -34.99
2026-05-21 13F-HR EQH / Equitable Holdings JDM Financial Group LLC 119
2026-05-21 13F-HR MRSH / Marsh & McLennan Companies Vestor Capital, Llc 974 802 -17.66
2026-05-21 13F-HR BRO / Brown & Brown Access Investment Management LLC 10,000 10,000 0.00