Position in CRVL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,729,396
-$2,258,300 QoQ
Shares Held
104,838
-11.2% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.60128960872966.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3987103912703409.ToString("F0")%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $2,307,813,148 across 16 Insurance Brokers names. CRVL ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,939,614 | $856,776,044 | |
| 2 | AON |
Aon plc
|
1,582,680 | $510,857,447 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,854,488 | $401,645,007 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,623,179 | $236,267,500 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474,881 | $138,047,904 | |
| 6 | ERIE |
Erie Indemnity Co
|
479,782 | $120,574,013 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
848,407 | $18,614,047 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
329,333 | $14,049,344 |
All Filings in CRVL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,898,356 | 17,422 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,350,851 | 15,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $735,496 | 8,391 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $954,063 | 11,578 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $451,243 | 6,884 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $494,262 | 7,663 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $555,679 | 8,761 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $489,130 | 10,097 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $399,830 | 8,665 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $273,970 | 5,581 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $653,770 | 11,644 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $645,698 | 9,313 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $261,451 | 4,212 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $267,390 | 5,973 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $549,504 | 16,069 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $202,846 | 5,741 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $128,228 | 4,503 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $306,785 | 12,983 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $161,584 | 8,893 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||