OneDigital Investment Advisors LLC

Position in CRVL — Corvel Corp

CIK 1690370 OVERLAND PARK, KS

Position in CRVL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,101,352

+$471,839 QoQ

Shares Held

17,616

+52.9% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#100

of 289 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,422,255 across 5 Insurance Brokers names. CRVL ranks #4 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,325	$1,766,249
2	MRSH	Marsh & Mclennan Companies, Inc.	9,373	$1,562,197
3	AJG	Arthur J. Gallagher & Co.	5,177	$1,188,483
4	CRVL	Corvel Corp This page	17,616	$1,101,352
5	WTW	Willis Towers Watson PLC	3,076	$803,974

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,101,352	17,616	+52.9%	Shares	Sole	2026-08-07
2026-03-31	$629,513	11,519	+9.8%	Shares	Sole	2026-05-08
2025-12-31	$709,858	10,490	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$813,219	10,504	-1.4%	Shares	Sole	2025-11-10
2025-06-30	$1,095,018	10,654	-0.3%	Shares	Sole	2025-08-07
2025-03-31	$1,196,735	10,688	+6.8%	Shares	Sole	2025-04-29
2024-12-31	$1,113,935	10,012	+194.6%	Shares	Sole	2025-02-13
2024-09-30	$1,110,771	3,398	+0.6%	Shares	Sole	2024-11-06
2024-06-30	$858,670	3,377	+1.9%	Shares	Sole	2024-08-02
2024-03-31	$871,186	3,313	+2.0%	Shares	Sole	2024-05-10
2023-12-31	$802,937	3,248	-3.2%	Shares	Sole	2024-02-13
2023-09-30	$660,154	3,357	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$648,418	3,351	+1.6%	Shares	Sole	2023-08-07
2023-03-31	$627,353	3,297	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.