Position in CRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,072,706
+$2,343,310 QoQ
Shares Held
129,122
+23.2% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $2,025,350,929 across 16 Insurance Brokers names. CRVL ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
426,003 | $20,661,144 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,072,706 | 129,122 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,729,396 | 104,838 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $7,987,696 | 118,039 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,541,789 | 97,414 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,584,087 | 44,601 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,809,900 | 60,819 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,649,219 | 41,787 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,695,074 | 17,422 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,052,556 | 15,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,206,493 | 8,391 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,862,193 | 11,578 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,353,736 | 6,884 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,482,789 | 7,663 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,667,042 | 8,761 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,467,394 | 10,097 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,199,493 | 8,665 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $821,912 | 5,581 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,961,314 | 11,644 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,937,100 | 9,313 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $784,356 | 4,212 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $802,172 | 5,973 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,648,518 | 16,069 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $608,542 | 5,741 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $384,689 | 4,503 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $920,362 | 12,983 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $484,756 | 8,893 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||