Position in CRD-A
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,536,846
-$291,595 QoQ
Shares Held
254,448
+1.2% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Pullen Investment Management, LLC holds $3,659,370 across 2 Insurance Brokers names. CRD-A ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRD-A |
Crawford & Co
This page
|
254,448 | $2,536,846 | |
| 2 | BRO |
Brown & Brown, Inc.
|
17,214 | $1,122,524 |
All Filings in CRD-A
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,536,846 | 254,448 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,828,441 | 251,417 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,680,531 | 250,517 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,275,535 | 215,079 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,928,655 | 168,884 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,913,064 | 165,490 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,244,634 | 113,458 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $850,677 | 98,458 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $908,872 | 96,381 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||