Position in CRVL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$586,812
+$174,915 QoQ
Shares Held
9,386
+24.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 288 holders
Holding Since
Dec 2023
11 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, 2026Pathstone Holdings, LLC holds $61,399,267 across 6 Insurance Brokers names. CRVL ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
196,761 | $32,794,155 | |
| 2 | AON |
Aon plc
|
40,897 | $13,565,125 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
40,375 | $9,268,887 | |
| 4 | WTW |
Willis Towers Watson PLC
|
11,366 | $2,970,730 | |
| 5 | BRO |
Brown & Brown, Inc.
|
34,506 | $2,213,558 | |
| 6 | CRVL |
Corvel Corp
This page
|
9,386 | $586,812 |
All Filings in CRVL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,812 | 9,386 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $411,897 | 7,537 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $538,991 | 7,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $769,090 | 9,934 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $787,294 | 7,660 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,017,135 | 9,084 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $919,897 | 8,268 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $949,288 | 2,904 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $735,602 | 2,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $988,203 | 3,758 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $919,620 | 3,720 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||