Position in CRVL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,250
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 290 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $191,245 across 9 Insurance Brokers names. CRVL ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
340 | $78,053 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304 | $50,667 | |
| 3 | AON |
Aon plc
|
84 | $27,861 | |
| 4 | WTW |
Willis Towers Watson PLC
|
85 | $22,216 | |
| 5 | BRO |
Brown & Brown, Inc.
|
127 | $8,147 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
45 | $1,699 | |
| 7 | CRVL |
Corvel Corp
This page
|
20 | $1,250 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
18 | $873 |
All Filings in CRVL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250 | 20 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||