Position in CRVL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,754,123
+$7,715,282 QoQ
Shares Held
141,887
+24619.0% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 96.75304996229393.ToString("F0")%
Shared 0.ToString("F0")%
None 3.246950037706062.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $45,093,473 across 10 Insurance Brokers names. CRVL ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
74,696 | $12,956,019 | |
| 2 | CRVL |
Corvel Corp
This page
|
141,887 | $7,754,123 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,773 | $6,664,813 | |
| 4 | WTW |
Willis Towers Watson PLC
|
21,522 | $6,256,442 | |
| 5 | BRO |
Brown & Brown, Inc.
|
69,323 | $4,520,551 | |
| 6 | AON |
Aon plc
|
11,845 | $3,823,327 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
134,413 | $2,949,021 | |
| 8 | ERIE |
Erie Indemnity Co
|
481 | $120,878 |
All Filings in CRVL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,754,123 | 141,887 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $38,841 | 574 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $26,632 | 344 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $145 | 3 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $138 | 3 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $245 | 5 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||