Position in CRD-A
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$648,205
+$74,771 QoQ
Shares Held
57,516
0.0% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 19 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $2,341,738 across 2 Insurance Brokers names. CRD-A ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,161 | $1,693,533 | |
| 2 | CRD-A |
Crawford & Co
This page
|
57,516 | $648,205 |
All Filings in CRD-A
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,205 | 57,516 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $573,434 | 57,516 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $646,155 | 57,436 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $614,565 | 57,436 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $607,672 | 57,436 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $866,047 | 75,836 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $876,664 | 75,836 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $831,920 | 75,836 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $655,223 | 75,836 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $715,133 | 75,836 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,101,716 | 83,590 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $780,730 | 83,590 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $927,013 | 83,590 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $698,812 | 83,590 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $464,760 | 83,590 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $479,806 | 83,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $652,002 | 83,590 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $631,940 | 83,590 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $626,089 | 83,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $749,802 | 83,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $758,161 | 83,590 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $890,233 | 83,590 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $617,730 | 83,590 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $546,678 | 83,590 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $659,525 | 83,590 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $475,272 | 66,010 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||