Position in CRVL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$250
+$32 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 290 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $3,646,537 across 8 Insurance Brokers names. CRVL ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
7,254 | $1,665,300 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,981 | $1,163,523 | |
| 3 | AON |
Aon plc
|
2,197 | $728,722 | |
| 4 | WTW |
Willis Towers Watson PLC
|
254 | $66,387 | |
| 5 | BRO |
Brown & Brown, Inc.
|
238 | $15,267 | |
| 6 | ERIE |
Erie Indemnity Co
|
25 | $5,993 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
29 | $1,095 | |
| 8 | CRVL |
Corvel Corp
This page
|
4 | $250 |
All Filings in CRVL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250 | 4 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $218 | 4 | Shares | Defined | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||