Position in CRD-A
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$123,383
New position
Shares Held
10,948
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#71
of 115 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $123,383 across 1 Insurance Brokers name. CRD-A ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRD-A |
Crawford & Co
This page
|
10,948 | $123,383 |
All Filings in CRD-A
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,383 | 10,948 | Shares | Other | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||