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

Simplicity Wealth’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 Q3	$233K	Buy	+18,700	New	+$229K	0.01%	962

Other funds holding CRD.A

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $335M AUM 11.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Simplicity Wealth's CRD.A Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Crawford & Co Class A (CRD.A) in Q3 2026: 18,700 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings.

22 funds tracked by Wall St. Rank hold CRD.A as of Q3 2026.

Simplicity Wealth held 18,700 shares of Crawford & Co Class A worth $233K as of Q3 2026.
Crawford & Co Class A was a new Simplicity Wealth position in Q3 2026.
Crawford & Co Class A made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #962 holding.
22 funds tracked by Wall St. Rank held Crawford & Co Class A as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.