Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CRSP — CRISPR Therapeutics AG
CIK 1694883
Westborough, MA
Position in CRSP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,289,761
-$972,192 QoQ
Shares Held
23,648
-50.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#149
of 519 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $3,212,090 across 4 Biotechnology names. CRSP ranks #2 (40.2% of the industry book) .
All Filings in CRSP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,761 | 23,648 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,261,953 | 47,550 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,218,390 | 23,234 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,509,165 | 23,286 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,128,204 | 23,195 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $774,012 | 22,745 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $891,818 | 22,658 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,389,950 | 29,586 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,481,008 | 27,421 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,863,562 | 27,341 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,820,345 | 29,079 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,225,393 | 26,997 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,489,674 | 26,535 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,161,687 | 25,684 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $547,067 | 13,458 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $833,604 | 12,756 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $267,752 | 4,406 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $141,169 | 2,249 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $93,815 | 1,238 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $118,645 | 1,060 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $171,603 | 1,060 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $132,816 | 1,090 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $131,521 | 859 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $103,629 | 1,239 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,211,997 | 16,492 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $852,653 | 20,105 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||