CFO
CCC

Callan Family Office’s CCC Intelligent Solutions CCC Stock Holding History

Callan Family Office’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$507K Buy
84,555
+27,553
+48% +$180K 0.01% 765
2025
Q4 		$453K Buy
+57,002
New +$464K 0.01% 810

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Family Office's CCC Position: Q1 2026 in Review

Callan Family Office increased its CCC Intelligent Solutions (CCC) stake by 48% in Q1 2026, buying an estimated $180K and bringing the position to 84,555 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #765.

Callan Family Office first reported a position in CCC in Q4 2025 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Callan Family Office held 84,555 shares of CCC Intelligent Solutions worth $507K as of Q1 2026.
  • Callan Family Office bought 27,553 CCC Intelligent Solutions shares in Q1 2026, an estimated $180K.
  • CCC Intelligent Solutions made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #765 holding.
  • Callan Family Office first reported a position in CCC Intelligent Solutions in Q4 2025 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.