Position in CRVL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,125
+$142 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 289 holders
Holding Since
Sep 2022
16 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $350,576 across 8 Insurance Brokers names. CRVL ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,333 | $222,171 | |
| 2 | AON |
Aon plc
|
148 | $49,090 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
146 | $33,517 | |
| 4 | WTW |
Willis Towers Watson PLC
|
115 | $30,057 | |
| 5 | BRO |
Brown & Brown, Inc.
|
150 | $9,622 | |
| 6 | ERIE |
Erie Indemnity Co
|
18 | $4,315 | |
| 7 | CRVL |
Corvel Corp
This page
|
18 | $1,125 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
14 | $679 |
All Filings in CRVL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125 | 18 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $983 | 18 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,218 | 18 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,393 | 18 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,850 | 18 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,351 | 21 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,336 | 21 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,288 | 7 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,779 | 7 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,840 | 7 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,730 | 7 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,376 | 7 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,354 | 7 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,331 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $871 | 6 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $830 | 6 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||