McMorgan & Co’s CCC Intelligent Solutions CCC Stock Holding History

McMorgan & Co’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	$204K	Sell	34,015 -11,111	-25%	-$72.8K	0.03%	36
2025 Q4	$359K	Sell	45,126 -284,425	-86%	-$2.31M	0.06%	28
2025 Q3	$3M	Sell	329,551 -71,646	-18%	-$693K	0.46%	27
2025 Q2	$3.78M	Buy	401,197 +12,378	+3%	+$111K	0.56%	23
2025 Q1	$3.51M	Sell	388,819 -16,480	-4%	-$171K	0.56%	22
2024 Q4	$4.75M	Sell	405,299 -3,796	-0.9%	-$44K	0.74%	18
2024 Q3	$4.52M	Buy	409,095 +32,598	+9%	+$352K	0.7%	19
2024 Q2	$4.18M	Buy	376,497 +35,436	+10%	+$403K	0.66%	23
2024 Q1	$4.08M	Buy	341,061 +48,578	+17%	+$554K	0.7%	22
2023 Q4	$3.33M	Buy	292,483 +10,979	+4%	+$128K	0.55%	23
2023 Q3	$3.76M	Buy	281,504 +45,150	+19%	+$495K	0.69%	15
2023 Q2	$2.65M	Buy	236,354 +65,483	+38%	+$644K	0.5%	21
2023 Q1	$1.53M	Buy	+170,871	New	+$1.52M	0.32%	34

Other funds holding CCC

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McMorgan & Co's CCC Position: Q1 2026 in Review

McMorgan & Co reduced its CCC Intelligent Solutions (CCC) stake by 25% in Q1 2026, selling an estimated $72.8K and leaving 34,015 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #36.

McMorgan & Co first reported a position in CCC in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.75M in Q4 2024. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

McMorgan & Co held 34,015 shares of CCC Intelligent Solutions worth $204K as of Q1 2026.
McMorgan & Co sold 11,111 CCC Intelligent Solutions shares in Q1 2026, an estimated $72.8K.
CCC Intelligent Solutions made up 0.03% of McMorgan & Co's portfolio in Q1 2026, its #36 holding.
McMorgan & Co first reported a position in CCC Intelligent Solutions in Q1 2023 and has held it in 13 quarters since.
McMorgan & Co's CCC Intelligent Solutions position peaked at $4.75M in Q4 2024.
374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on McMorgan & Co's 13F filing for Q1 2026, filed 5 May 2026.