Position in CRVL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,688
+$1,197 QoQ
Shares Held
27
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 289 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $83,289 across 8 Insurance Brokers names. CRVL ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
254 | $42,334 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
86 | $19,743 | |
| 3 | BRO |
Brown & Brown, Inc.
|
118 | $7,569 | |
| 4 | AON |
Aon plc
|
22 | $7,297 | |
| 5 | WTW |
Willis Towers Watson PLC
|
12 | $3,136 | |
| 6 | CRVL |
Corvel Corp
This page
|
27 | $1,688 | |
| 7 | ERIE |
Erie Indemnity Co
|
4 | $959 | |
| 8 | CRD-A |
Crawford & Co
|
50 | $563 |
All Filings in CRVL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688 | 27 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $491 | 9 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $541 | 8 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $232 | 3 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $102 | 1 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||