Position in CRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,943,621
+$243,296 QoQ
Shares Held
31,088
-0.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#72
of 289 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, 2026Vestmark Advisory Solutions, Inc. holds $13,498,590 across 5 Insurance Brokers names. CRVL ranks #3 (14.4% of the industry book) .
All Filings in CRVL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,943,621 | 31,088 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,700,325 | 31,113 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,784,999 | 26,378 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $2,159,243 | 27,890 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,855,331 | 27,781 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,721,110 | 60,026 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $3,464,970 | 31,143 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $3,401,943 | 10,407 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,646,697 | 10,409 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,726,631 | 10,369 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,568,758 | 10,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,083,310 | 10,594 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,548,774 | 8,004 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,601,207 | 8,415 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,264,079 | 8,698 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,303,040 | 9,413 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,021,464 | 6,936 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $920,188 | 5,463 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||