Position in CRVL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,568,823
+$1,799,077 QoQ
Shares Held
47,005
+313.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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, 2026SG Americas Securities, LLC holds $191,354,131 across 10 Insurance Brokers names. CRVL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
644,704 | $111,823,908 | |
| 2 | AON |
Aon plc
|
78,916 | $25,472,506 | |
| 3 | BRO |
Brown & Brown, Inc.
|
332,213 | $21,663,609 | |
| 4 | WTW |
Willis Towers Watson PLC
|
55,479 | $16,127,745 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
33,427 | $7,239,619 | |
| 6 | ERIE |
Erie Indemnity Co
|
21,336 | $5,361,950 | |
| 7 | CRVL |
Corvel Corp
This page
|
47,005 | $2,568,823 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
13,056 | $556,968 |
All Filings in CRVL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,568,823 | 47,005 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $769,746 | 11,375 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,433,586 | 18,517 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $1,054,309 | 9,416 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $169,115 | 1,520 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $39,226 | 360 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $198,415 | 2,341 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $298,722 | 3,408 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $284,224 | 4,336 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $283,390 | 4,468 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $42,339 | 874 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $156,102 | 3,383 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $226,943 | 4,623 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $392,633 | 6,993 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $602,437 | 8,689 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $298,200 | 4,804 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $41,230 | 921 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $157,373 | 4,602 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $111,108 | 4,702 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $71,299 | 3,924 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||