Position in CRVL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$996,050
+$51,851 QoQ
Shares Held
18,226
+30.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 17.979809063974542.ToString("F0")%
Shared 0.ToString("F0")%
None 82.02019093602546.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $174,191,952 across 10 Insurance Brokers names. CRVL ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
420,824 | $72,991,922 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
166,145 | $35,983,684 | |
| 3 | AON |
Aon plc
|
102,111 | $32,959,388 | |
| 4 | BRO |
Brown & Brown, Inc.
|
277,031 | $18,065,191 | |
| 5 | WTW |
Willis Towers Watson PLC
|
37,459 | $10,889,331 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
48,396 | $1,061,808 | |
| 7 | CRVL |
Corvel Corp
This page
|
18,226 | $996,050 | |
| 8 | ERIE |
Erie Indemnity Co
|
3,740 | $939,899 |
All Filings in CRVL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $415,694 | 3,815 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $365,640 | 4,314 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $363,761 | 4,150 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $248,693 | 3,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $155,091 | 2,366 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $144,802 | 2,245 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $127,107 | 2,004 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $85,357 | 1,762 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $74,752 | 1,620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,922 | 1,404 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||