Position in CRVL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$343,234
+$66,487 QoQ
Shares Held
5,490
+8.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 289 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $4,961,675 across 6 Insurance Brokers names. CRVL ranks #6 (6.9% of the industry book) .
All Filings in CRVL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,234 | 5,490 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $276,747 | 5,064 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $783,889 | 11,584 | Shares | Other | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||