Crimson Wine CWGL Institutional Ownership

OTC CWGL
$4.24 -0.03 (-0.70%)
At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

5 Institutions
Increased 2 40.0%
Unchanged 1 20.0%
Reduced 2 40.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
17.37%
▲+0.23 pp QoQ
Shares Held by Institutions
3.58Mn
of 20.59Mn outstanding
▲+1.36% QoQ
Shares Outstanding
20.59Mn
17.01Mn held outside 13F filers
Institutional Investors
5
filed 13F for Jun 2026
▲+1 vs prior quarter
Net Shares Added (QoQ)
+47.96K
accumulated since last quarter
Value of Holdings
$15.17Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Crimson Wine Group, Ltd (OTC:CWGL) has 5 institutional investors that have filed 13F reports for the period ending June 2026.

Form 13F Holdings

5 Institutional Holders

Report period 30 Jun, 2026
Total shares held 3.58Mn
Of outstanding 17.37%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Elgethun Capital Management 0001638022 1,956,931 9.51% ▲195,605 +11.11% $8.64Mn
2 BECK MACK & OLIVER LLC 0000010742 1,367,472 6.64% ▼146,000 -9.65% $6.04Mn
3 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 0001013701 252,267 1.23% ▼1,670 -0.66% $1.11Mn
4 MassMutual Private Wealth & Trust, FSB 0001103653 100 0.00% 0 0.00% $442
5 HORIZON FINANCIAL SERVICES, LLC 0001674020 28 0.00% ▲28 0.00% $124