Position in CRVL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,254,108
-$298,783 QoQ
Shares Held
22,948
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026LYELL WEALTH MANAGEMENT, LP holds $1,254,108 across 1 Insurance Brokers name. CRVL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
This page
|
22,948 | $1,254,108 |
All Filings in CRVL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,108 | 22,948 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,552,891 | 22,948 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,966,313 | 25,398 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,610,406 | 25,398 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,843,814 | 25,398 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,825,781 | 25,398 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $976,311 | 8,960 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $759,420 | 8,960 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $785,373 | 8,960 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $738,333 | 8,960 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $644,028 | 9,825 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $704,662 | 10,925 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $692,936 | 10,925 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $529,243 | 10,925 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $553,719 | 12,000 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $589,080 | 12,000 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $673,760 | 12,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $831,999 | 12,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $744,879 | 12,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $537,200 | 12,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $410,360 | 12,000 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $423,999 | 12,000 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $341,720 | 12,000 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $283,560 | 12,000 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $218,040 | 12,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||