Position in CRVL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,255,452
+$3,794,428 QoQ
Shares Held
132,045
+61.8% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Creative Planning holds $106,941,537 across 11 Insurance Brokers names. CRVL ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
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|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
24,230 | $1,175,154 |
All Filings in CRVL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,255,452 | 132,045 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,461,024 | 81,629 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,658,388 | 24,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $967,284 | 12,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $899,118 | 8,748 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,150,827 | 10,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $771,698 | 6,936 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $662,932 | 2,028 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $434,038 | 1,707 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $419,683 | 1,596 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $372,297 | 1,506 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $288,091 | 1,465 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $281,735 | 1,456 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $423,943 | 2,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $292,549 | 2,013 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $304,822 | 2,202 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $280,843 | 1,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $332,500 | 1,974 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $410,591 | 1,974 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $367,598 | 1,974 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $256,110 | 1,907 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||