Position in CRVL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,143,330
+$2,280,958 QoQ
Shares Held
94,114
+122.5% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74.20787555517776.ToString("F0")%
Shared 0.ToString("F0")%
None 25.792124444822235.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,618,663,383 across 19 Insurance Brokers names. CRVL ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in CRVL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,143,330 | 94,114 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,862,372 | 42,299 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,266,107 | 68,020 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,036,169 | 39,270 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,942,131 | 44,138 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,689,941 | 42,153 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,376,749 | 12,635 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,398,061 | 16,495 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,511,317 | 17,242 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,480,292 | 17,964 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $864,079 | 13,182 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,094,823 | 16,974 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,039,435 | 16,388 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $719,334 | 14,849 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $609,689 | 13,213 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $580,440 | 11,824 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $686,224 | 12,222 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $889,545 | 12,830 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $552,203 | 8,896 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $585,278 | 13,074 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $629,834 | 18,418 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $676,349 | 19,142 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,504,850 | 52,845 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,248,420 | 52,832 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $402,046 | 22,127 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||