Position in CRVL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,940,020
+$1,086,769 QoQ
Shares Held
35,499
+181.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 96.96329474069692.ToString("F0")%
Shared 0.ToString("F0")%
None 3.036705259303079.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $91,775,270 across 12 Insurance Brokers names. CRVL ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
222,682 | $38,624,192 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
93,146 | $20,173,560 | |
| 3 | AON |
Aon plc
|
40,653 | $13,121,975 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
502,461 | $11,023,994 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,436 | $3,093,301 | |
| 6 | WTW |
Willis Towers Watson PLC
|
7,306 | $2,123,854 | |
| 7 | CRVL |
Corvel Corp
This page
|
35,499 | $1,940,020 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
25,452 | $1,085,782 |
All Filings in CRVL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,940,020 | 35,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $853,251 | 12,609 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $693,760 | 8,961 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $680,814 | 6,624 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $752,326 | 6,719 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $990,659 | 8,904 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $247,128 | 2,268 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $195,703 | 2,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $203,005 | 2,316 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $191,258 | 2,321 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $117,072 | 1,786 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $89,203 | 1,383 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $89,812 | 1,416 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||