Position in CRVL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$463,960
-$374,644 QoQ
Shares Held
7,421
-51.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 289 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $392,613,162 across 8 Insurance Brokers names. CRVL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,319,512 | $219,923,064 | |
| 2 | BRO |
Brown & Brown, Inc.
|
756,859 | $48,552,504 | |
| 3 | AON |
Aon plc
|
131,003 | $43,452,385 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
171,579 | $39,389,391 | |
| 5 | WTW |
Willis Towers Watson PLC
|
147,759 | $38,619,769 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
62,929 | $1,672,652 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,250 | $539,437 | |
| 8 | CRVL |
Corvel Corp
This page
|
7,421 | $463,960 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,960 | 7,421 | Shares | Sole | 2026-08-11 | |
| 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 | $5,184,800 | 15,861 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,017,467 | 15,800 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,937,108 | 22,578 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,621,377 | 14,649 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,667,950 | 13,567 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,248,671 | 16,789 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,449,553 | 7,618 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,116,424 | 7,682 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,444,810 | 17,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,935,864 | 13,145 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,333,934 | 19,793 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,499,101 | 26,438 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,416,205 | 29,085 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $746,708 | 5,560 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,512,841 | 24,494 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,096,254 | 19,776 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,105,892 | 12,945 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $932,557 | 13,155 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,075,754 | 19,735 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||