Position in CRVL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$71,029,532
+$7,605,313 QoQ
Shares Held
1,136,109
-2.1% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 5%
None 4%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. CRVL ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
This page
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,029,532 | 1,136,109 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $63,424,219 | 1,160,553 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $82,620,262 | 1,220,929 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $96,907,927 | 1,251,717 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $132,535,527 | 1,289,507 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $161,534,750 | 1,442,661 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $171,965,567 | 1,545,619 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $175,856,302 | 537,968 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $141,478,424 | 556,410 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $150,712,309 | 573,138 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $145,521,588 | 588,656 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $116,942,837 | 594,675 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $116,718,618 | 603,197 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $116,360,845 | 611,524 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $90,447,803 | 622,362 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $86,658,084 | 626,007 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $92,375,252 | 627,251 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $106,566,661 | 632,668 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $131,012,273 | 629,867 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $118,310,157 | 635,325 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $85,741,884 | 638,435 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $66,474,281 | 647,960 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $72,690,809 | 685,763 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $60,264,357 | 705,423 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $53,993,510 | 761,652 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $42,110,937 | 772,536 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||