Position in CRVL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,813
+$3,811 QoQ
Shares Held
61
+41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 289 holders
Holding Since
Jun 2023
7 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, 2026Avion Wealth holds $57,262 across 9 Insurance Brokers names. CRVL ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
184 | $11,803 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
70 | $11,666 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
31 | $10,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 | |
| 6 | CRVL |
Corvel Corp
This page
|
61 | $3,813 | |
| 7 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
27 | $1,309 |
All Filings in CRVL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,813 | 61 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2 | 43 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 21 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $929 | 12 | Shares | Sole | 2025-10-24 | |
| 2023-12-31 | $1 | 3 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1 | 6 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $580 | 3 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||