Position in CRVL
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$2,750
+$783 QoQ
Shares Held
44
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#247
of 289 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cornerstone Financial Management LLC holds $87,532 across 7 Insurance Brokers names. CRVL ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
120 | $39,802 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
56 | $12,855 | |
| 3 | BRO |
Brown & Brown, Inc.
|
181 | $11,611 | |
| 4 | WTW |
Willis Towers Watson PLC
|
37 | $9,670 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55 | $9,166 | |
| 6 | CRVL |
Corvel Corp
This page
|
44 | $2,750 | |
| 7 | ERIE |
Erie Indemnity Co
|
7 | $1,678 |
All Filings in CRVL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750 | 44 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $1,967 | 36 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||