WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CRVL — Corvel Corp

CIK 1632972 PLYMOUTH, MN

Position in CRVL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,387,881

+$581,739 QoQ

Shares Held

22,199

+50.5% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 69 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. CRVL ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	96,143	$16,024,153
2	AON	Aon plc	46,437	$15,402,688
3	AJG	Arthur J. Gallagher & Co.	49,438	$11,349,481
4	BRO	Brown & Brown, Inc.	41,422	$2,657,221
5	BWIN	Baldwin Insurance Group, Inc.	94,048	$2,499,795
6	CRVL	Corvel Corp This page	22,199	$1,387,881
7	WTW	Willis Towers Watson PLC	4,132	$1,079,980
8	ERIE	Erie Indemnity Co	2,214	$530,806

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,387,881	22,199	+50.5%	Shares	Sole	2026-07-15
2026-03-31	$806,142	14,751	+7.7%	Shares	Sole	2026-04-08
2025-12-31	$926,875	13,697	+1.6%	Shares	Sole	2026-01-08
2025-09-30	$1,044,163	13,487	-2.6%	Shares	Sole	2025-10-29
2025-06-30	$1,423,091	13,846	-3.5%	Shares	Sole	2025-07-10
2025-03-31	$1,606,209	14,345	+3.3%	Shares	Sole	2025-04-16
2024-12-31	$1,544,733	13,884	+184.2%	Shares	Sole	2025-03-17
2024-09-30	$1,597,184	4,886	-6.0%	Shares	Sole	2024-10-24
2024-06-30	$1,321,187	5,196	-8.1%	Shares	Sole	2024-07-16
2024-03-31	$1,487,301	5,656	-0.2%	Shares	Sole	2024-04-15
2023-12-31	$1,400,938	5,667	+375.4%	Shares	Sole	2024-01-30
2023-09-30	$234,406	1,192	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.