IFP Advisors, Inc

Position in CRVL — Corvel Corp

CIK 1641866 TAMPA, FL

Position in CRVL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$60,831

+$29,244 QoQ

Shares Held

973

+68.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#32

of 64 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. CRVL ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	7,848	$1,308,026
2	AON	Aon plc	1,592	$528,050
3	AJG	Arthur J. Gallagher & Co.	1,440	$330,580
4	BWIN	Baldwin Insurance Group, Inc.	2,811	$74,716
5	CRVL	Corvel Corp This page	973	$60,831
6	BRO	Brown & Brown, Inc.	681	$43,686
7	WTW	Willis Towers Watson PLC	164	$42,864
8	GSHD	Goosehead Insurance, Inc.	70	$3,395

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,831	973	+68.3%	Shares	Sole	2026-07-20
2026-03-31	$31,587	578	-6.5%	Shares	Sole	2026-04-13
2025-12-31	$41,820	618	-0.5%	Shares	Sole	2026-02-06
2025-09-30	$48,077	621	+1.6%	Shares	Sole	2026-02-06
2025-06-30	$62,798	611	-1.3%	Shares	Sole	2025-07-24
2025-03-31	$69,309	619	0.0%	Shares	Sole	2025-05-05
2024-12-31	$68,869	619	+200.5%	Shares	Sole	2025-02-04
2024-09-30	$67,339	206	-25.9%	Shares	Sole	2025-02-04
2022-12-31	$40,401	278	-1.1%	Shares	Sole	2023-02-07
2022-09-30	$38,898	281	0.0%	Shares	Sole	2022-11-08
2022-06-30	$41,382	281	0.0%	Shares	Sole	2022-09-06
2022-03-31	$47,331	281	—	Shares	Sole	2022-09-06
No filing history on record for this holder in this stock.