NewEdge Wealth, LLC

Position in CRVL — Corvel Corp

CIK 1861796 STAMFORD, CT

Position in CRVL

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,700,926

-$84,749 QoQ

Shares Held

31,124

+17.9% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Wealth, LLC holds $4,563,394 across 4 Insurance Brokers names. CRVL ranks #2 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,123	$1,976,381
2	CRVL	Corvel Corp This page	31,124	$1,700,926
3	MRSH	Marsh & Mclennan Companies, Inc.	2,881	$499,709
4	AJG	Arthur J. Gallagher & Co.	1,784	$386,378

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$1,330,659	12,212	+17.3%	Shares	Sole	2024-11-12
2024-06-30	$882,232	10,409	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$917,116	10,463	+0.7%	Shares	Sole	2024-05-06
2023-12-31	$856,252	10,391	-1.9%	Shares	Sole	2024-01-29
2023-09-30	$694,436	10,594	+32.4%	Shares	Sole	2023-11-08
2023-06-30	$516,258	8,004	-4.9%	Shares	Sole	2023-08-09
2023-03-31	$533,735	8,415	-4.5%	Shares	Sole	2023-05-08
2022-12-31	$426,833	8,811	-6.4%	Shares	Sole	2023-02-14
2022-09-30	$434,346	9,413	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$427,132	8,701	+59.3%	Shares	Sole	2022-08-09
2022-03-31	$306,729	5,463	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.