MentionFox
Home › 5%+ stakes › Finance Insurance and Real Estate (other industry groups), latest filing in August 2026
5%+ stakes

Finance Insurance and Real Estate (other industry groups), latest filing in August 2026

9 companies with 5%+ holders, every filing linked: Arthur J. Gallagher & Co., Brown & Brown Inc, Curbline Properties Corp., Equitable Holdings, Inc., Jones Lang Lasalle Inc, Piedmont Office Realty Trust, Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

On this page

Arthur J. Gallagher & Co.

At 5% or more5
Filings8
Latest filing2026-08-12

Arthur J. Gallagher & Co. has 8 Schedule 13D or 13G filings on record since 2025-07-16. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.49%19,243,850SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC7.2%18,602,786SCHEDULE 13G/A, 2026-08-062026-06-30
BlackRock, Inc.6.9%17,725,659SCHEDULE 13G/A, 2025-07-162025-06-30
Jpmorgan Chase & Co.5.5%14,160,776SCHEDULE 13G/A, 2026-07-272026-06-30
Capital World Investors5%12,769,747SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,543,952019,243,8500SCHEDULE 13G, 2026-04-29
Fmr LLC16,607,748018,602,7860SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson0018,602,7860SCHEDULE 13G/A, 2026-08-06
Jpmorgan Chase & Co.12,878,661137,13414,134,61324,903SCHEDULE 13G/A, 2026-07-27
Capital World Investors12,543,497012,769,7470SCHEDULE 13G/A, 2026-08-12

The latest filing identifies Arthur J. Gallagher & Co. by CUSIP 363576109 and gives its principal executive office as 2850 Golf Road, Rolling Meadows (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.6.9%SCHEDULE 13G/A
2025-10-31Jpmorgan Chase & Co.7.8%SCHEDULE 13G/A
2026-02-13Capital World Investors5%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.49%SCHEDULE 13G
2026-07-27Jpmorgan Chase & Co.5.5%SCHEDULE 13G/A
2026-08-06Fmr LLC7.2%SCHEDULE 13G/A
2026-08-12Capital World Investors5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 27, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Brown & Brown Inc

At 5% or more2
Filings6
Latest filing2026-08-06

Brown & Brown Inc has 6 Schedule 13D or 13G filings on record since 2025-10-30. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management6.42%21,820,981SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC5.4%18,285,850SCHEDULE 13G, 2026-08-062026-06-30
Capital World Investors4.9%16,524,735SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,899,741021,820,9810SCHEDULE 13G, 2026-04-29
Fmr LLC12,512,867018,285,8500SCHEDULE 13G, 2026-08-06
Abigail P. Johnson0018,285,8500SCHEDULE 13G, 2026-08-06
Capital World Investors16,524,735016,524,7350SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Brown & Brown Inc by CUSIP 115236101 and gives its principal executive office as 300 N. BEACH STREET, DAYTONA BEACH, FL 32114 (SCHEDULE 13G, 2026-08-06).

FiledHolderPercentFiling
2025-10-30The Vanguard Group11.31%SCHEDULE 13G/A
2025-11-13Capital World Investors5.3%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management6.42%SCHEDULE 13G
2026-05-14Capital World Investors4.9%SCHEDULE 13G/A
2026-08-06Fmr LLC5.4%SCHEDULE 13G
DateRecordFigureOur pageSource
October 22, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
August 10, 2026Leadership change: P. Barrett Brown departs, Director—Leadership changesSource

Curbline Properties Corp.

At 5% or more4
Filings9
Latest filing2026-08-14

Curbline Properties Corp. has 9 Schedule 13D or 13G filings on record since 2025-07-08. 4 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.15%17,120,998SCHEDULE 13G/A, 2026-07-302026-06-30
T. Rowe Price Investment Management, Inc.12.7%13,342,821SCHEDULE 13G/A, 2026-02-172025-12-31
Vanguard Portfolio Management8.82%9,310,872SCHEDULE 13G, 2026-04-292026-03-31
Alexander Otto6.4%7,411,219SCHEDULE 13D/A, 2026-08-142026-08-12
Fmr LLC4%4,273,516SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.16,740,495017,120,9980SCHEDULE 13G/A, 2026-07-30
Vanguard Portfolio Management37,43309,310,8720SCHEDULE 13G, 2026-04-29
Alexander Otto7,411,219—7,411,219—SCHEDULE 13D/A, 2026-08-14
Fmr LLC4,154,61104,273,5160SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson004,273,5160SCHEDULE 13G/A, 2026-05-06

The latest filing identifies Curbline Properties Corp. by CUSIP 23128Q101 and gives its principal executive office as 320 Park Avenue, New York City, NY 10022 (SCHEDULE 13D/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-08T. Rowe Price Investment Management, Inc.10.1%SCHEDULE 13G/A
2025-08-06Fmr LLC7.2%SCHEDULE 13G/A
2026-02-05Fmr LLC5.2%SCHEDULE 13G/A
2026-02-17T. Rowe Price Investment Management, Inc.12.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.82%SCHEDULE 13G
2026-05-06Fmr LLC4%SCHEDULE 13G/A
2026-07-30BlackRock, Inc.15%SCHEDULE 13G/A
2026-08-14Alexander Otto6.4%SCHEDULE 13D/A

Equitable Holdings, Inc.

At 5% or more3
Filings9
Latest filing2026-08-14

Equitable Holdings, Inc. has 9 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
T. Rowe Price Associates, Inc.6.7%18,270,539SCHEDULE 13G/A, 2026-08-142026-06-30
Norges Bank6.63%18,595,728SCHEDULE 13G, 2026-05-112026-03-31
Vanguard Capital Management5.42%15,216,306SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management4.94%13,495,380SCHEDULE 13G/A, 2026-07-312026-06-30
Canada Pension Plan Investment Board3.3%9,106,103SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
T. Rowe Price Associates, Inc.17,205,242018,270,5390SCHEDULE 13G/A, 2026-08-14
Norges Bank18,263,444018,263,444332,284SCHEDULE 13G, 2026-05-11
Vanguard Portfolio Management51,389013,495,3800SCHEDULE 13G/A, 2026-07-31
Canada Pension Plan Investment Board9,106,10309,106,1030SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Equitable Holdings, Inc. by CUSIP 29452E101 and gives its principal executive office as 1345 AVENUE OF THE AMERICAS, NEW YORK, NY 10105 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-08-14T. Rowe Price Associates, Inc.5.5%SCHEDULE 13G/A
2026-02-17Canada Pension Plan Investment Board6.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.42%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.24%SCHEDULE 13G
2026-05-11Norges Bank6.63%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management4.94%SCHEDULE 13G/A
2026-08-14T. Rowe Price Associates, Inc.6.7%SCHEDULE 13G/A
2026-08-14Canada Pension Plan Investment Board3.3%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 25, 2026Leadership change: Seth Bernstein departs, Chief Executive Officer, and 1 more—Leadership changesSource

Jones Lang Lasalle Inc

At 5% or more3
Filings5
Latest filing2026-08-06

Jones Lang Lasalle Inc has 5 Schedule 13D or 13G filings on record since 2025-08-06. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management9.3%4,358,035SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC6.9%3,186,374SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Capital Management5.26%2,467,021SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management9,76504,358,0350SCHEDULE 13G, 2026-04-29
Fmr LLC3,169,57503,186,3740SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson003,186,3740SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management360,03702,467,0210SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Jones Lang Lasalle Inc by CUSIP 48020Q107 and gives its principal executive office as 200 E Randolph Dr, Chicago, IL 60601 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-08-06Fmr LLC5.6%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management9.3%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.26%SCHEDULE 13G
2026-08-06Fmr LLC6.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 30, 2026Leadership change: Mihir Shah departs, Chief Executive Officer—Leadership changesSource
September 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Piedmont Office Realty Trust, Inc.

At 5% or more3
Filings5
Latest filing2026-08-14

Piedmont Office Realty Trust, Inc. has 5 Schedule 13D or 13G filings on record since 2026-02-05. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management10.1%12,582,948SCHEDULE 13G, 2026-02-052026-01-30
Cohen & Steers, Inc.6.47%8,088,690SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Capital Management5.31%6,649,513SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Cohen & Steers, Inc.4,533,09208,088,6900SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.4,533,09208,088,6900SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited0000SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management1,000,64006,649,5130SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Piedmont Office Realty Trust, Inc. by CUSIP 720190206 and gives its principal executive office as 5565 Glenridge Connector Ste. 450, Atlanta, GA 30342 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-05Vanguard Portfolio Management10.1%SCHEDULE 13G
2026-02-13Cohen & Steers, Inc.5.38%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.31%SCHEDULE 13G
2026-08-14Cohen & Steers, Inc.6.47%SCHEDULE 13G/A

Ryan Specialty Holdings, Inc.

At 5% or more2
Filings5
Latest filing2026-08-07

Ryan Specialty Holdings, Inc. has 5 Schedule 13D or 13G filings on record since 2026-02-17. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 1 filing or notice, latest 2026-02-12 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Vulcan Value Partners, LLC6.11%7,912,669SCHEDULE 13G/A, 2026-08-072026-06-30
T. Rowe Price Investment Management, Inc.5.9%7,552,002SCHEDULE 13G, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Capital World Investors0%0SCHEDULE 13G/A, 2026-05-142026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vulcan Value Partners, LLC5,011,74207,912,6690SCHEDULE 13G/A, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27
Capital World Investors0000SCHEDULE 13G/A, 2026-05-14

The latest filing identifies Ryan Specialty Holdings, Inc. by CUSIP 78351F107 and gives its principal executive office as 155 North Wacker Drive, Suite 4000, Chicago, IL 60606 (SCHEDULE 13G/A, 2026-08-07).

FiledHolderPercentFiling
2026-02-17T. Rowe Price Investment Management, Inc.5.9%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-13Vulcan Value Partners, LLC5.12%SCHEDULE 13G
2026-05-14Capital World Investors0%SCHEDULE 13G/A
2026-08-07Vulcan Value Partners, LLC6.11%SCHEDULE 13G/A

Stratus Properties Inc.

At 5% or more2
Filings6
Latest filing2026-08-04

Stratus Properties Inc. has 6 Schedule 13D or 13G filings on record since 2026-03-27. 2 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Ingalls & Snyder LLC13.6%1,089,538SCHEDULE 13G/A, 2026-04-232025-12-31
Oasis Management Co Ltd.8.4%666,575SCHEDULE 13D/A, 2026-08-042026-07-31
Dimensional Fund Advisors LP4.8%384,228SCHEDULE 13G/A, 2026-04-092026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Ingalls & Snyder LLC0001,089,538SCHEDULE 13G/A, 2026-04-23
Oasis Management Co Ltd.0666,5750666,575SCHEDULE 13D/A, 2026-08-04
Oasis Investments II Master Fund Ltd.0666,5750666,575SCHEDULE 13D/A, 2026-08-04
Seth Fischer0666,5750666,575SCHEDULE 13D/A, 2026-08-04

The latest filing identifies Stratus Properties Inc. by CUSIP 863167201 and gives its principal executive office as 212 LAVACA STREET, SUITE 300, AUSTIN, TX 78701 (SCHEDULE 13D/A, 2026-08-04).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP4.8%SCHEDULE 13G/A
2026-04-20Oasis Management Company Ltd.12.9%SCHEDULE 13D/A
2026-04-23Ingalls & Snyder LLC13.6%SCHEDULE 13G/A
2026-07-07Oasis Management Co Ltd.10.6%SCHEDULE 13D/A
2026-08-04Oasis Management Co Ltd.8.4%SCHEDULE 13D/A

Willis Towers Watson Public Limited Company

At 5% or more4
Filings6
Latest filing2026-08-13

Willis Towers Watson Public Limited Company has 6 Schedule 13D or 13G filings on record since 2026-02-13. 4 holders' latest filing reports 5% or more of ordinary shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dodge & Cox8.5%8,025,392SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Capital Management7.54%7,106,088SCHEDULE 13G, 2026-04-282026-03-31
Harris Associates L P5.9%5,613,089SCHEDULE 13G, 2026-02-172025-12-31
Artisan Partners Asset Management Inc.5.9%5,541,048SCHEDULE 13G, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dodge & Cox7,700,04208,025,3920SCHEDULE 13G/A, 2026-08-13
Vanguard Capital Management941,23507,106,0880SCHEDULE 13G, 2026-04-28
Artisan Partners Asset Management Inc.05,446,69705,541,048SCHEDULE 13G, 2026-08-13
Artisan Partners Holdings LP05,446,69705,541,048SCHEDULE 13G, 2026-08-13
Artisan Investments GP LLC05,446,69705,541,048SCHEDULE 13G, 2026-08-13
Artisan Partners Limited Partnership05,446,69705,541,048SCHEDULE 13G, 2026-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Willis Towers Watson Public Limited Company by CUSIP G96629103 and gives its principal executive office as 51 Lime Street, London (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-02-13Dodge & Cox7.2%SCHEDULE 13G
2026-02-17Harris Associates L P5.9%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Capital Management7.54%SCHEDULE 13G
2026-08-13Artisan Partners Asset Management Inc.5.9%SCHEDULE 13G
2026-08-13Dodge & Cox8.5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
November 3, 2026Leadership change: Steven Alcock appointed, Principal Accounting Officer—Leadership changesSource

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

All 5%+ stakes

RSS