Position in CRVL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,313
+$291 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#251
of 289 holders
Holding Since
Mar 2025
5 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, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. CRVL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
This page
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 |
All Filings in CRVL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,313 | 37 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,022 | 37 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $851 | 11 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $513 | 5 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,007 | 9 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||