Position in CRVL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$76,774
+$20,321 QoQ
Shares Held
1,228
+18.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 64 holders
Holding Since
Mar 2021
22 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. CRVL ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
This page
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in CRVL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,774 | 1,228 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $56,453 | 1,033 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,301 | 300 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,896 | 102 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,941 | 87 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $12,764 | 114 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $8,344 | 75 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $8,499 | 26 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $6,611 | 26 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $6,836 | 26 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $6,427 | 26 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $7,472 | 38 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $5,224 | 27 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,327 | 28 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,941 | 34 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $4,845 | 35 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,332 | 43 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $7,242 | 43 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $8,943 | 43 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,007 | 43 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,043 | 45 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $923 | 9 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||