Advyzon Investment Management, LLC CRD/B CRAWFORD & CO

Ownership history in Advyzon Investment Management, LLC  ·  2 quarters on record

AI Ownership Summary

Advyzon Investment Management, LLC reported CRAWFORD & CO (CRD/B) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows CRD/B at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRD/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advyzon Investment Management, LLC's position in CRAWFORD & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRD/B was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advyzon Investment Management, LLC held CRD/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 23,749 +1,221 +5.4% 0.02% $241K 2026-05-12 $10.05
2025 Q4 INITIATED 22,528 0.03% $242K 2026-02-13 $10.49

FAQ About Advyzon Investment Management, LLC and CRD/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advyzon Investment Management, LLC reported owning CRD/B?

Advyzon Investment Management, LLC reported CRD/B across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CRD/B position in Advyzon Investment Management, LLC's portfolio?

The largest reported portfolio weight for CRD/B was 0.03% in 2025 Q4.

What is the latest reported CRD/B position on this page?

The most recent filing on this page is 2026 Q1, when Advyzon Investment Management, LLC reported 23,749 shares, equal to 0.02% of portfolio, with an estimated market value of $241K.

What does the chart on this CRD/B ownership page compare?

The chart compares Advyzon Investment Management, LLC's quarterly CRD/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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