Curated Wealth Partners’s Crawford & Co Class A CRD.A Stock Holding History

Curated Wealth Partners’s Portfolio CRD.A Stock Details CRD.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.2K	Buy	+20,000	New	+$213K	﹤0.01%	770

Other funds holding CRD.A

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Curated Wealth Partners's CRD.A Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Crawford & Co Class A (CRD.A) in Q2 2026: 20,000 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

17 funds tracked by Wall St. Rank hold CRD.A as of Q2 2026.

Curated Wealth Partners held 20,000 shares of Crawford & Co Class A worth $21.2K as of Q2 2026.
Crawford & Co Class A was a new Curated Wealth Partners position in Q2 2026.
Crawford & Co Class A made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #770 holding.
17 funds tracked by Wall St. Rank held Crawford & Co Class A as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.