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MANNING & NAPIER ADVISORS LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MANNING & NAPIER ADVISORS LLC on CRM, newest first. How the timeline and the estimate are built.

MANNING & NAPIER ADVISORS LLC held 166 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166 shares
    Change vs previous 13F -702 shares

    <0.01% of the 13F portfolio, value $26,216.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 868 shares
    Change vs previous 13F -2,912 shares

    <0.01% of the 13F portfolio, value $162,030.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,780 shares
    Change vs previous 13F -227,634 shares

    0.01% of the 13F portfolio, value $1,005,178.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 231,414 shares
    Change vs previous 13F -9,681 shares

    0.72% of the 13F portfolio, value $56,719,571.

    13F-HR 0001999371-25-016177 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 241,095 shares
    Change vs previous 13F +160,647 shares

    0.78% of the 13F portfolio, value $65,744,013.

    13F-HR 0002000324-25-002721 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,448 shares
    Change vs previous 13F -75,952 shares

    0.27% of the 13F portfolio, value $21,589,025.

    13F-HR 0002000324-25-001411 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 156,400 shares
    Change vs previous 13F -19,615 shares

    0.6% of the 13F portfolio, value $52,289,212.

    13F-HR 0002000324-25-000034 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 176,015 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $48,177,065.

    13F-HR 0002000324-24-002904 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).