Position in CRVL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,688
-$6 QoQ
Shares Held
27
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 288 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $246,439 across 9 Insurance Brokers names. CRVL ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
420 | $96,419 | |
| 2 | AON |
Aon plc
|
176 | $58,377 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
246 | $41,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
365 | $23,414 | |
| 5 | WTW |
Willis Towers Watson PLC
|
75 | $19,602 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
49 | $2,376 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
89 | $2,365 | |
| 8 | CRVL |
Corvel Corp
This page
|
27 | $1,688 |
All Filings in CRVL
Export CSV
3 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 | $1,694 | 31 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67 | 1 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||