Position in CRVL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,161,371
+$165,321 QoQ
Shares Held
18,576
+1.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 289 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $168,893,343 across 10 Insurance Brokers names. CRVL ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
This page
|
18,576 | $1,161,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
3,559 | $853,270 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
22,693 | $603,179 |
All Filings in CRVL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,371 | 18,576 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $996,050 | 18,226 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $944,199 | 13,953 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $822,664 | 10,626 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,061,820 | 10,331 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,270,971 | 11,351 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,202,386 | 10,807 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,247,084 | 3,815 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,096,921 | 4,314 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,091,283 | 4,150 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $746,079 | 3,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $465,273 | 2,366 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $434,407 | 2,245 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $381,321 | 2,004 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $256,071 | 1,762 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $224,256 | 1,620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $206,767 | 1,404 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||