Position in CRVL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,461,024
+$2,802,636 QoQ
Shares Held
81,629
+233.1% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.728907618615933.ToString("F0")%
Shared 0.ToString("F0")%
None 99.27109238138407.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Creative Planning holds $92,147,893 across 11 Insurance Brokers names. CRVL ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
170,951 | $29,651,450 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
94,112 | $20,382,776 | |
| 3 | AON |
Aon plc
|
49,764 | $16,062,823 | |
| 4 | BRO |
Brown & Brown, Inc.
|
177,258 | $11,558,994 | |
| 5 | WTW |
Willis Towers Watson PLC
|
19,318 | $5,615,742 | |
| 6 | CRVL |
Corvel Corp
This page
|
81,629 | $4,461,024 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,385 | $2,358,544 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
55,233 | $1,211,812 |
All Filings in CRVL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $220,976 | 2,028 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $144,679 | 1,707 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $139,893 | 1,596 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $124,099 | 1,506 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $96,030 | 1,465 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $93,911 | 1,456 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $141,314 | 2,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $97,516 | 2,013 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $101,607 | 2,202 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $93,614 | 1,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $110,833 | 1,974 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $136,863 | 1,974 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $122,532 | 1,974 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $85,370 | 1,907 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||