Position in CRVL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,418,016
+$185,331 QoQ
Shares Held
22,681
+0.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 289 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIFTH THIRD BANCORP holds $104,655,235 across 11 Insurance Brokers names. CRVL ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
212,739 | $48,838,492 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187,105 | $31,184,790 | |
| 3 | AON |
Aon plc
|
27,411 | $9,091,954 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
185,553 | $4,931,998 | |
| 5 | BRO |
Brown & Brown, Inc.
|
60,948 | $3,909,814 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,450 | $1,998,675 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,207 | $1,488,128 | |
| 8 | WTW |
Willis Towers Watson PLC
|
5,527 | $1,444,591 |
All Filings in CRVL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,016 | 22,681 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,232,685 | 22,556 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $17,391 | 257 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $23,767 | 307 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $37,823 | 368 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $44,452 | 397 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $35,714 | 321 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $71,915 | 220 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $13,984 | 55 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $11,833 | 45 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $13,349 | 54 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $8,455 | 43 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $8,320 | 43 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $8,182 | 43 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $6,249 | 43 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $3,460 | 25 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $3,681 | 25 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $1,684 | 10 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $7,071 | 34 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $2,420 | 13 | Shares | Defined | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||