Position in CRVL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$138,794
+$75,510 QoQ
Shares Held
2,220
+91.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 284 holders
Holding Since
Mar 2020
20 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 Jun 30, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. CRVL ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
This page
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in CRVL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,794 | 2,220 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $63,284 | 1,158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,429 | 627 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $44,593 | 576 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $57,248 | 557 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $64,270 | 574 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,557 | 14 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $980 | 3 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $762 | 3 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $788 | 3 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $988 | 4 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $786 | 4 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $193 | 1 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $190 | 1 | Shares | Sole | 2023-04-18 | |
| 2021-06-30 | $319,634 | 2,380 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $244,164 | 2,380 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $252,279 | 2,380 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $203,323 | 2,380 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $168,718 | 2,380 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $129,733 | 2,380 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||