Position in CRVL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$125
+$16 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 289 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Abound Wealth Management holds $8,953 across 7 Insurance Brokers names. CRVL ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
15 | $3,443 | |
| 2 | BRO |
Brown & Brown, Inc.
|
41 | $2,630 | |
| 3 | WTW |
Willis Towers Watson PLC
|
7 | $1,829 | |
| 4 | AON |
Aon plc
|
2 | $663 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1 | $166 | |
| 6 | CRVL |
Corvel Corp
This page
|
2 | $125 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
2 | $97 |
All Filings in CRVL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125 | 2 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $109 | 2 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $135 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $154 | 2 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $205 | 2 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $223 | 2 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $333 | 3 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $326 | 1 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $508 | 2 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $525 | 2 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $494 | 2 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $393 | 2 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $387 | 2 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||