Position in CRVL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,789,482
-$604,167 QoQ
Shares Held
108,597
-19.7% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,510,629,733 across 16 Insurance Brokers names. CRVL ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
12,175,974 | $4,038,648,808 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14,356,764 | $3,295,882,303 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,730,329 | $788,403,924 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,097,240 | $198,687,942 | |
| 5 | WTW |
Willis Towers Watson PLC
|
322,804 | $84,371,275 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
1,348,503 | $42,477,844 | |
| 7 | ARX |
Accelerant Holdings
|
2,176,807 | $25,512,176 | |
| 8 | ERIE |
Erie Indemnity Co
|
68,331 | $16,382,352 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,789,482 | 108,597 | Shares | Other | 2026-08-12 | |
| 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 | 2025-11-07 | |
| 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 | $12,458,751 | 38,113 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,690,263 | 18,446 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $4,963,366 | 18,875 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $4,672,018 | 18,899 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $3,307,455 | 16,819 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,313,880 | 17,126 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,975,980 | 15,640 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,886,962 | 12,984 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,610,908 | 11,637 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,607,304 | 10,914 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,514,780 | 8,993 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,610,124 | 7,741 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,308,938 | 7,029 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,245,227 | 16,718 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,651,186 | 16,095 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,734,050 | 16,359 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $697,877 | 8,169 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $564,139 | 7,958 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $236,245 | 4,334 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||