Position in CRVL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,848,543
+$227,489 QoQ
Shares Held
61,557
-7.1% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#52
of 289 holders
Holding Since
Jun 2021
19 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, 2026REGIONS FINANCIAL CORP holds $84,464,043 across 4 Insurance Brokers names. CRVL ranks #2 (4.6% of the industry book) .
All Filings in CRVL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,848,543 | 61,557 | Shares | Defined | 2026-08-10 | |
| 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 | $6,802,251 | 20,809 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,180,498 | 20,374 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $5,378,055 | 20,452 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $4,950,130 | 20,024 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,043,909 | 20,564 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,260,088 | 16,848 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,154,652 | 16,579 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,251,160 | 15,490 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $2,259,867 | 16,325 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,260,152 | 15,347 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,586,902 | 15,358 | Shares | Defined | 2022-04-25 | |
| 2021-06-30 | $221,460 | 1,649 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||