Position in CRVL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$465,023
+$136,085 QoQ
Shares Held
7,438
+23.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 288 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. CRVL ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
17,813 | $4,089,330 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,278 | $3,546,404 | |
| 3 | AON |
Aon plc
|
9,449 | $3,134,138 | |
| 4 | BRO |
Brown & Brown, Inc.
|
25,976 | $1,666,360 | |
| 5 | CRVL |
Corvel Corp
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|
7,438 | $465,023 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,604 | $419,237 | |
| 7 | ERIE |
Erie Indemnity Co
|
12 | $2,877 |
All Filings in CRVL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,023 | 7,438 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $328,938 | 6,019 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $371,305 | 5,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $413,655 | 5,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $549,153 | 5,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $598,255 | 5,343 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $594,462 | 5,343 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $583,498 | 1,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $409,120 | 1,609 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $423,102 | 1,609 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $437,314 | 1,769 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $340,597 | 1,732 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $208,593 | 1,078 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $203,789 | 1,071 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $100,277 | 690 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $36,960 | 267 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,321 | 267 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $44,973 | 267 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||