Position in CRVL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,000
+$126 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 289 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. CRVL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
967 | $221,994 | |
| 2 | AON |
Aon plc
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
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|
16 | $1,000 |
All Filings in CRVL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000 | 16 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $874 | 16 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $541 | 8 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $76,413 | 987 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $433,937 | 4,222 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $617,626 | 5,516 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $567,759 | 5,103 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $449,473 | 1,375 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $194,262 | 764 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $96,243 | 366 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,888 | 40 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,079 | 36 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,966 | 36 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,093 | 11 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||