Position in CRVL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$581,248
+$131,752 QoQ
Shares Held
9,297
+13.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 289 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $3,138,189 across 3 Insurance Brokers names. CRVL ranks #2 (18.5% of the industry book) .
All Filings in CRVL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,248 | 9,297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $449,496 | 8,225 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $529,111 | 7,819 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $625,863 | 8,084 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $717,404 | 6,980 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $924,312 | 8,255 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $916,226 | 8,235 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $897,312 | 2,745 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||