Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COLUMN CAPITAL ADVISORS LLC 11-03-2023 09-30-2023 806 679,964,107
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMERICAN WATER WORKS CO Stock 201 $139,928 1,130 0.00 0.00 -2 -0.18 09-30-2023
MARSH & MCLENNAN COS INC COM Stock 202 $137,587 723 0.00 0.00 -3 -0.41 09-30-2023
BROWN & BROWN INC Stock 203 $133,883 1,917 0.00 0.00 16 0.84 09-30-2023
MORNINGSTAR INC Stock 204 $133,283 569 0.00 0.00 -28 -4.69 09-30-2023
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