Position in CRVL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$838,604
-$112,294 QoQ
Shares Held
15,345
+9.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $325,097,178 across 7 Insurance Brokers names. CRVL ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,332,401 | $231,104,953 | |
| 2 | WTW |
Willis Towers Watson PLC
|
154,214 | $44,830,009 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
170,126 | $36,845,889 | |
| 4 | AON |
Aon plc
|
27,672 | $8,931,968 | |
| 5 | ERIE |
Erie Indemnity Co
|
7,285 | $1,830,793 | |
| 6 | CRVL |
Corvel Corp
This page
|
15,345 | $838,604 | |
| 7 | BRO |
Brown & Brown, Inc.
|
10,964 | $714,962 |
All Filings in CRVL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $838,604 | 15,345 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $950,898 | 14,052 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,482,936 | 32,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,852,601 | 56,943 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,677,890 | 59,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,740,135 | 69,568 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,728,266 | 15,861 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,339,155 | 15,800 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,979,036 | 22,578 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,207,125 | 14,649 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $889,316 | 13,567 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,082,890 | 16,789 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $483,184 | 7,618 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $372,141 | 7,682 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $814,936 | 17,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $645,288 | 13,145 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,111,311 | 19,793 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,833,033 | 26,438 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,805,401 | 29,085 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $248,902 | 5,560 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $837,613 | 24,494 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $698,751 | 19,776 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $368,630 | 12,945 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $310,852 | 13,155 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $358,584 | 19,735 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||