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CWGL

CWGL 13F Filing Data & Analysis

Crimson Wine Group LTD

-$1.3M

Net Activity

Institutions Holding

4

Popularity Rank

#12587

Avg Weight

0.44%

Total Value

$15.6M

Ownership Trend

4 institutions currently hold CWGL, with 1 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

EC
Elgethun Capital Management
$7.8M
BM
Beck Mack & Oliver LLC
$6.7M
LK
Lawson Kroeker Investment Management Inc/ne
$1.1M
MP
MassMutual Private Wealth & Trust, FSB
$441.0

Top 5 by Conviction

EC
Elgethun Capital Management
1.28%
LK
Lawson Kroeker Investment Management Inc/ne
0.33%
BM
Beck Mack & Oliver LLC
0.14%
MP
MassMutual Private Wealth & Trust, FSB
0.00%
View all 4 holding institutions

Across its top 4 institutional holders, CWGL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$7.8M

Total Buy Value

$8.8M

Total Sell Value

New buy0
Trim2
Add1
Sold out0

1

Net Buyers

2

Net Sellers

Smart Money Convergence

CWGL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

0

Active 5%+ Holders

Data as of 2026-06-29
Reporting PersonTypeFiling DateShares% of Class
GAMCO INVESTORS, INC. ET AL13D/A2026-06-29364K1.8%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

22662X100

FAQ

Who are the top institutional investors holding CRIMSON WINE GROUP LTD (CWGL)?
Major stakeholders currently include Elgethun Capital Management ($7.8M), Beck Mack & Oliver LLC ($6.7M), Lawson Kroeker Investment Management Inc/ne ($1.1M). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in CWGL.
What is the overall institutional sentiment toward CWGL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.3M, driven by 1 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their CWGL positions?
In the latest period, 2 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $8.8M.
Are there any notable investors adding CWGL to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.8M.

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