Bullock Wealth Management Group CRD/A — CRAWFORD & CO CL A

Ownership history in Bullock Wealth Management Group  ·  2 quarters on record

AI Ownership Summary

Bullock Wealth Management Group reported CRAWFORD & CO CL A (CRD/A) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows CRD/A at 0.00% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bullock Wealth Management Group's position in CRAWFORD & CO CL A, 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 Q3

CRD/A was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 Q3

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 Bullock Wealth Management Group held CRD/A — 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 Q3 UNCHANGED — — — 337 — 0% 0.00% $4K 2026-10-09 —
2026 Q2 INITIATED — — — 337 — — 0.00% $4K 2026-09-24 —

FAQ About Bullock Wealth Management Group and CRD/A

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

How long has Bullock Wealth Management Group reported owning CRD/A?

Bullock Wealth Management Group reported CRD/A across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported CRD/A position in Bullock Wealth Management Group's portfolio?

The largest reported portfolio weight for CRD/A was 0.00% in 2026 Q3.

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

The most recent filing on this page is 2026 Q3, when Bullock Wealth Management Group reported 337 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

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

The chart compares Bullock Wealth Management Group's quarterly CRD/A 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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