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LYELL WEALTH MANAGEMENT, LP

Position in CRVL — Corvel Corp

CIK 1686444 MENLO PARK, CA

Position in CRVL

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,434,708
+$180,600 QoQ
Shares Held
22,948
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#83
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CRVL Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $1,434,708 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 $1,434,708

All Filings in CRVL

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,434,708 22,948
2026-03-31 $1,254,108 22,948
2025-12-31 $1,552,891 22,948
2025-09-30 $1,966,313 25,398
2025-06-30 $2,610,406 25,398
2025-03-31 $2,843,814 25,398
2024-12-31 $2,825,781 25,398
2024-09-30 $2,928,933 8,960
2024-06-30 $2,278,260 8,960
2024-03-31 $2,356,120 8,960
2023-12-31 $2,215,000 8,960
2023-09-30 $1,932,086 9,825
2023-06-30 $2,113,987 10,925
2023-03-31 $2,078,810 10,925
2022-12-31 $1,587,729 10,925
2022-09-30 $1,661,158 12,000
2022-06-30 $1,767,240 12,000
2022-03-31 $2,021,281 12,000
2021-12-31 $2,495,998 12,000
2021-09-30 $2,234,638 12,000
2021-06-30 $1,611,601 12,000
2021-03-31 $1,231,081 12,000
2020-12-31 $1,271,998 12,000
2020-09-30 $1,025,161 12,000
2020-06-30 $850,680 12,000
2020-03-31 $654,120 12,000