Position in CRVL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$253,518
-$114,003 QoQ
Shares Held
4,055
-39.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 47 holders
Holding Since
Dec 2023
11 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, 2026Apollon Wealth Management, LLC holds $27,911,598 across 8 Insurance Brokers names. CRVL ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,163 | $10,194,037 | |
| 2 | BRO |
Brown & Brown, Inc.
|
97,853 | $6,277,269 | |
| 3 | AON |
Aon plc
|
12,465 | $4,134,515 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
13,496 | $3,098,276 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
49,056 | $2,379,216 | |
| 6 | ERIE |
Erie Indemnity Co
|
4,690 | $1,124,427 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,723 | $450,340 | |
| 8 | CRVL |
Corvel Corp
This page
|
4,055 | $253,518 |
All Filings in CRVL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,518 | 4,055 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $367,521 | 6,725 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $371,981 | 5,497 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $424,958 | 5,489 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $529,419 | 5,151 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $532,865 | 4,759 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $530,710 | 4,770 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $175,539 | 1,611 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $137,051 | 1,617 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $143,225 | 1,634 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $152,940 | 1,856 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||