Position in CRD-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,436
-$17,645 QoQ
Shares Held
13,785
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $1,917,115 across 4 Insurance Brokers names. CRD-A ranks #3 (7.2% of the industry book) .
All Filings in CRD-A
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||