Position in CRVL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$365,929
+$46,063 QoQ
Shares Held
5,853
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 288 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $7,314,041 across 5 Insurance Brokers names. CRVL ranks #5 (5.0% of the industry book) .
All Filings in CRVL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,929 | 5,853 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $319,866 | 5,853 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $396,072 | 5,853 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $453,139 | 5,853 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $601,571 | 5,853 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $655,360 | 5,853 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $651,204 | 5,853 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $637,762 | 1,951 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $496,080 | 1,951 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $513,034 | 1,951 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $482,306 | 1,951 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $383,664 | 1,951 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $377,518 | 1,951 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $371,236 | 1,951 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $283,538 | 1,951 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $270,076 | 1,951 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $287,323 | 1,951 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $328,626 | 1,951 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $420,367 | 2,021 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $376,350 | 2,021 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $271,420 | 2,021 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $207,334 | 2,021 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $214,225 | 2,021 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||