Position in CRD-A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,533,239
-$445,831 QoQ
Shares Held
454,688
+2.7% QoQ
Ownership
0.933%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $28,080,096 across 3 Insurance Brokers names. CRD-A ranks #3 (16.1% of the industry book) .
All Filings in CRD-A
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,533,239 | 454,688 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,979,070 | 442,584 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,716,378 | 440,783 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,595,041 | 339,796 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,574,973 | 313,045 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,101,998 | 268,339 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,906,501 | 264,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,192,754 | 253,791 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,391,070 | 253,560 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,341,604 | 253,536 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,384,763 | 255,328 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,412,596 | 217,547 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $539,454 | 64,528 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $407,732 | 44,954 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,052,442 | 380,511 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,978,606 | 809,013 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,205,558 | 795,957 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,667,579 | 464,839 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,924,021 | 545,003 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||