Position in CRVL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,393,649
+$1,360,804 QoQ
Shares Held
135,291
+51.8% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80.72229490505651.ToString("F0")%
Shared 0.ToString("F0")%
None 19.277705094943492.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $7,490,800,797 across 15 Insurance Brokers names. CRVL ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
19,568,047 | $4,238,047,608 | |
| 2 | AON |
Aon plc
|
5,641,431 | $1,820,941,088 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,093,392 | $1,056,898,832 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,137,024 | $204,565,329 | |
| 5 | WTW |
Willis Towers Watson PLC
|
271,647 | $78,967,775 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
1,481,103 | $35,827,881 | |
| 7 | ARX |
Accelerant Holdings
|
2,020,368 | $26,992,115 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
424,138 | $9,305,585 |
All Filings in CRVL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,393,649 | 135,291 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,032,845 | 89,151 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,232,874 | 119,257 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $12,774,422 | 124,289 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $16,341,793 | 145,948 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $19,651,961 | 176,631 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,152,915 | 38,113 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,563,419 | 18,446 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,654,454 | 18,875 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,557,339 | 18,899 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,102,484 | 16,819 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,104,626 | 17,126 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $991,992 | 15,640 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $628,986 | 12,984 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $536,969 | 11,637 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $535,767 | 10,914 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $504,925 | 8,993 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $536,707 | 7,741 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $436,312 | 7,029 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $748,407 | 16,718 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $550,394 | 16,095 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $578,016 | 16,359 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $232,625 | 8,169 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $188,045 | 7,958 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $78,748 | 4,334 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||