Position in CRVL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,695
+$15,664 QoQ
Shares Held
539
+63.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 64 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,929,261 across 14 Insurance Brokers names. CRVL ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,994 | $1,165,684 | |
| 2 | AON |
Aon plc
|
2,522 | $836,516 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,904 | $437,094 | |
| 4 | WTW |
Willis Towers Watson PLC
|
854 | $223,205 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,990 | $127,654 | |
| 6 | ERIE |
Erie Indemnity Co
|
196 | $46,987 | |
| 7 | CRVL |
Corvel Corp
This page
|
539 | $33,695 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
694 | $18,444 |
All Filings in CRVL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,695 | 539 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,031 | 330 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,826 | 27 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,935 | 180 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,892 | 106 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,245 | 29 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,670 | 33 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,960 | 6 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,017 | 4 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,051 | 4 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $988 | 4 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $786 | 4 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,128 | 11 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,093 | 11 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,598 | 11 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,522 | 11 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,619 | 11 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,852 | 11 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,287 | 11 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||