Advyzon Investment Management, LLC

Position in CRD-A — Crawford & Co

CIK 2011872 LISLE, IL

Position in CRD-A

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$280,964

+$26,242 QoQ

Shares Held

28,181

+24.5% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Advyzon Investment Management, LLC holds $1,664,526 across 3 Insurance Brokers names. CRD-A ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,166	$896,041
2	AJG	Arthur J. Gallagher & Co.	2,251	$487,521
3	CRD-A	Crawford & Co This page	28,181	$280,964

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$280,964	28,181	+24.5%	Shares	Other	2026-05-12
2025-12-31	$254,722	22,642	—	Shares	Other	2026-02-13
No filing history on record for this holder in this stock.