Position in CRVL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,239,932
+$1,096,602 QoQ
Shares Held
99,807
+6.0% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. CRVL ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,239,932 | 99,807 | Shares | Defined | 2026-08-13 | |
| 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 | $4,130,253 | 12,635 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,194,184 | 16,495 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,533,953 | 17,242 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,440,877 | 17,964 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,592,240 | 13,182 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,284,469 | 16,974 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,118,309 | 16,388 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,158,002 | 14,849 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,829,072 | 13,213 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,741,320 | 11,824 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,058,674 | 12,222 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,668,637 | 12,830 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,656,611 | 8,896 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,755,838 | 13,074 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,889,504 | 18,418 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,029,049 | 19,142 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,514,552 | 52,845 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,745,260 | 52,832 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,206,142 | 22,127 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||