Position in CRD-A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,218
+$94,782 QoQ
Shares Held
20,605
+49.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 115 holders
Holding Since
Mar 2020
13 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 Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $24,766,986 across 5 Insurance Brokers names. CRD-A ranks #4 (0.9% of the industry book) .
All Filings in CRD-A
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,218 | 20,605 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $137,436 | 13,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $155,081 | 13,785 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,003 | 14,019 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $596,648 | 56,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,054,945 | 92,377 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||