Position in CRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,682,037
+$668,227 QoQ
Shares Held
26,904
+45.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 289 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 5%
Shared 60%
None 34%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $87,831,749 across 11 Insurance Brokers names. CRVL ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
183,081 | $30,514,109 | |
| 2 | AON |
Aon plc
|
90,060 | $29,872,000 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
43,956 | $10,090,977 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,911 | $5,511,189 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,987 | $4,552,132 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,135 | $3,694,464 | |
| 7 | CRVL |
Corvel Corp
This page
|
26,904 | $1,682,037 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
37,144 | $987,285 |
All Filings in CRVL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,037 | 26,904 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,013,810 | 18,551 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $654,571 | 9,673 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,193,110 | 41,244 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,221,619 | 128,640 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,036,090 | 80,701 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,008,944 | 80,972 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $773,421 | 2,366 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $610,592 | 2,322 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||