IFP Advisors, Inc CRD/A — CRAWFORD & CO

Ownership history in IFP Advisors, Inc  ·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported CRAWFORD & CO (CRD/A) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. 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 IFP Advisors, Inc'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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

CRD/A stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held CRD/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 87 +69 +383.3% 0.00% $980 2026-07-20 $10.69
2026 Q1 REDUCED — — — 18 -2 -10.0% 0.00% $179 2026-04-13 $10.65
2025 Q4 ADDED — — — 20 +5 +33.3% 0.00% $225 2026-02-06 $10.73
2025 Q3 REDUCED — — — 15 -11 -42.3% 0.00% $289 2025-12-02 $10.79
2025 Q2 ADDED — — — 26 +26 — 0.00% $275 2025-07-24 $10.29
2025 Q1 INITIATED — — — — — — 0.00% $34 2025-05-05 $10.84

🏢 Other funds also holding CRD/A

As of 2026 Q2 — sorted by position size

SHAYNE & JACOBS, LLC 3Y 7Y 0.4% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% Curated Wealth Partners LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About IFP Advisors, Inc 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 IFP Advisors, Inc reported owning CRD/A?

IFP Advisors, Inc reported CRD/A across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CRD/A position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for CRD/A was 0.00% in 2026 Q2.

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

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 87 shares, equal to 0.00% of portfolio, with an estimated market value of $980.

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

The chart compares IFP Advisors, Inc'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.

How well did IFP Advisors, Inc time their CRD/A position?

Based on 13F filing dates vs. subsequent CRD/A price moves, IFP Advisors, Inc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CRD/A relative to SPY over the holding period was +4369.6%.

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