Corient Private Wealth LLC

Position in CRVL — Corvel Corp

CIK 1948780 MIAMI, FL

Position in CRVL

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$3,183,080

+$1,243,060 QoQ

Shares Held

50,913

+43.4% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#61

of 289 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. CRVL ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	304,876	$50,813,682
2	AON	Aon plc	73,158	$24,265,776
3	AJG	Arthur J. Gallagher & Co.	96,002	$22,039,178
4	CRVL	Corvel Corp This page	50,913	$3,183,080
5	GSHD	Goosehead Insurance, Inc.	56,935	$2,761,347
6	BRO	Brown & Brown, Inc.	40,150	$2,575,622
7	WTW	Willis Towers Watson PLC	7,845	$2,050,447
8	ERIE	Erie Indemnity Co	2,014	$482,856

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,183,080	50,913	+43.4%	Shares	Sole	2026-08-27
2026-03-31	$1,940,020	35,499	+181.5%	Shares	Sole	2026-05-15
2025-12-31	$853,251	12,609	+40.7%	Shares	Sole	2026-03-09
2025-09-30	$693,760	8,961	+35.3%	Shares	Sole	2025-11-14
2025-06-30	$680,814	6,624	-1.4%	Shares	Sole	2025-09-26
2025-03-31	$752,326	6,719	-24.5%	Shares	Sole	2025-05-14
2024-12-31	$990,659	8,904	+292.6%	Shares	Sole	2025-02-10
2024-09-30	$741,386	2,268	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$587,109	2,309	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$609,015	2,316	-0.2%	Shares	Sole	2024-05-09
2023-12-31	$573,774	2,321	+30.0%	Shares	Sole	2024-02-09
2023-09-30	$351,216	1,786	+29.1%	Shares	Sole	2023-11-03
2023-06-30	$267,610	1,383	-2.3%	Shares	Sole	2023-08-10
2023-03-31	$269,436	1,416	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.