Position in CRVL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,832,788
+$484,547 QoQ
Shares Held
61,305
+0.1% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#53
of 289 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $30,199,385 across 10 Insurance Brokers names. CRVL ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
66,601 | $11,100,388 | |
| 2 | AON |
Aon plc
|
23,980 | $7,953,926 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
20,355 | $4,672,897 | |
| 4 | CRVL |
Corvel Corp
This page
|
61,305 | $3,832,788 | |
| 5 | BRO |
Brown & Brown, Inc.
|
18,986 | $1,217,951 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,387 | $885,260 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
7,675 | $372,237 | |
| 8 | CRD-A |
Crawford & Co
|
11,500 | $129,605 |
All Filings in CRVL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,832,788 | 61,305 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,348,241 | 61,267 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,920,163 | 43,153 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,799,154 | 49,072 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,288,236 | 51,452 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $479,567 | 4,283 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $884,850 | 7,953 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $285,701 | 874 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||