Position in CRVL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,621,054
-$390,355 QoQ
Shares Held
66,259
+11.8% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 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, 2026REGIONS FINANCIAL CORP holds $82,763,431 across 5 Insurance Brokers names. CRVL ranks #2 (4.4% of the industry book) .
All Filings in CRVL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,621,054 | 66,259 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,011,409 | 59,279 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,781,691 | 61,763 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $6,288,594 | 61,185 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,699,053 | 59,829 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,687,838 | 60,110 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,267,416 | 20,809 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,726,832 | 20,374 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,792,685 | 20,452 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,650,043 | 20,024 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,347,969 | 20,564 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,086,696 | 16,848 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,051,550 | 16,579 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $750,386 | 15,490 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $753,288 | 16,325 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $753,384 | 15,347 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $862,300 | 15,358 | Shares | Defined | 2022-04-25 | |
| 2021-06-30 | $73,820 | 1,649 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||