NewEdge Wealth, LLC

Position in CRVL — Corvel Corp

CIK 1861796 STAMFORD, CT

Position in CRVL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,956,125

+$255,199 QoQ

Shares Held

31,288

+0.5% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#71

of 289 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $4,828,699 across 4 Insurance Brokers names. CRVL ranks #2 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,982	$1,984,169
2	CRVL	Corvel Corp This page	31,288	$1,956,125
3	MRSH	Marsh & Mclennan Companies, Inc.	3,559	$593,178
4	AJG	Arthur J. Gallagher & Co.	1,286	$295,227

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,956,125	31,288	+0.5%	Shares	Sole	2026-08-10
2026-03-31	$1,700,926	31,124	+17.9%	Shares	Sole	2026-05-13
2025-12-31	$1,785,675	26,388	-5.3%	Shares	Sole	2026-02-03
2025-09-30	$2,157,927	27,873	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$2,855,331	27,781	-6.9%	Shares	Sole	2025-08-11
2025-03-31	$3,342,752	29,854	-4.2%	Shares	Sole	2025-05-09
2024-12-31	$3,467,306	31,164	+155.2%	Shares	Sole	2025-02-05
2024-09-30	$3,991,979	12,212	+17.3%	Shares	Sole	2024-11-12
2024-06-30	$2,646,697	10,409	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$2,751,349	10,463	+0.7%	Shares	Sole	2024-05-06
2023-12-31	$2,568,758	10,391	-1.9%	Shares	Sole	2024-01-29
2023-09-30	$2,083,310	10,594	+32.4%	Shares	Sole	2023-11-08
2023-06-30	$1,548,774	8,004	-4.9%	Shares	Sole	2023-08-09
2023-03-31	$1,601,207	8,415	-4.5%	Shares	Sole	2023-05-08
2022-12-31	$1,280,501	8,811	-6.4%	Shares	Sole	2023-02-14
2022-09-30	$1,303,040	9,413	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$1,281,396	8,701	+59.3%	Shares	Sole	2022-08-09
2022-03-31	$920,188	5,463	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.