Position in CRVL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,544,564
+$2,084,576 QoQ
Shares Held
40,700
+383.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 17 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Derivatives in CRVL
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$231,665
PutShares
2,643
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $135,078,694 across 9 Insurance Brokers names. CRVL ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
197,440 | $45,326,300 | |
| 2 | AON |
Aon plc
|
108,328 | $35,931,314 | |
| 3 | BRO |
Brown & Brown, Inc.
|
500,666 | $32,117,723 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,510 | $12,585,251 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
105,131 | $2,794,381 | |
| 6 | WTW |
Willis Towers Watson PLC
|
10,611 | $2,773,396 | |
| 7 | CRVL |
Corvel Corp
This page
|
40,700 | $2,544,564 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
16,090 | $780,365 |
All Filings in CRVL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,544,564 | 40,700 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $459,988 | 8,417 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $569,578 | 8,417 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $494,713 | 6,390 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $656,764 | 6,390 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $715,488 | 6,390 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $710,951 | 6,390 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $232,091 | 2,130 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $180,531 | 2,130 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $231,665 | 2,643 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $234,602 | 2,847 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $186,948 | 2,852 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $183,954 | 2,852 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $180,892 | 2,852 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $138,160 | 2,852 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $132,292 | 2,867 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $143,882 | 2,931 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $146,093 | 2,602 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $180,405 | 2,602 | Shares | Other | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||