Aventura Private Wealth, LLC

Position in CRVL — Corvel Corp

CIK 2074418 AVENTURA, FL

Position in CRVL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,252

+$1,039 QoQ

Shares Held

132

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#232

of 288 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $430,397 across 6 Insurance Brokers names. CRVL ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,633	$374,887
2	MRSH	Marsh & Mclennan Companies, Inc.	246	$41,000
3	CRVL	Corvel Corp This page	132	$8,252
4	AON	Aon plc	13	$4,311
5	WTW	Willis Towers Watson PLC	5	$1,306
6	BRO	Brown & Brown, Inc.	10	$641

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,252	132	0.0%	Shares	Sole	2026-07-15
2026-03-31	$7,213	132	0.0%	Shares	Sole	2026-05-06
2025-12-31	$8,932	132	0.0%	Shares	Sole	2026-01-07
2025-09-30	$10,219	132	0.0%	Shares	Sole	2026-01-07
2025-06-30	$13,566	132	0.0%	Shares	Sole	2026-01-07
2025-03-31	$14,780	132	0.0%	Shares	Sole	2026-01-07
2024-12-31	$14,686	132	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.