Position in CRVL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$153,128
-$20,919 QoQ
Shares Held
2,802
+8.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $2,209,826 across 9 Insurance Brokers names. CRVL ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
4,526 | $1,460,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,415 | $245,431 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
773 | $167,416 | |
| 4 | CRVL |
Corvel Corp
This page
|
2,802 | $153,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
229 | $66,569 | |
| 6 | BRO |
Brown & Brown, Inc.
|
924 | $60,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2,138 | $46,907 | |
| 8 | ERIE |
Erie Indemnity Co
|
35 | $8,795 |
All Filings in CRVL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,128 | 2,802 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $174,047 | 2,572 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $200,284 | 2,587 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $264,350 | 2,572 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,246 | 29 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,001 | 9 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $980 | 3 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $1,017 | 4 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $1,051 | 4 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $988 | 4 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $5,702 | 29 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,611 | 29 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,518 | 29 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $4,214 | 29 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,014 | 29 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $3,976 | 27 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $4,884 | 29 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,031 | 29 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $5,214 | 28 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $3,626 | 27 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,564 | 25 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,649 | 25 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,135 | 25 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,772 | 25 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $545 | 10 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||