Position in CRVL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,979,195
-$277,248 QoQ
Shares Held
31,657
-23.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 289 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $488,885,260 across 9 Insurance Brokers names. CRVL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,212,398 | $368,740,372 | |
| 2 | AON |
Aon plc
|
127,310 | $42,227,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,924 | $40,157,299 | |
| 4 | BRO |
Brown & Brown, Inc.
|
374,725 | $24,038,606 | |
| 5 | WTW |
Willis Towers Watson PLC
|
19,326 | $5,051,234 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,635 | $3,268,990 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
59,367 | $2,879,298 | |
| 8 | CRVL |
Corvel Corp
This page
|
31,657 | $1,979,195 |
All Filings in CRVL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,195 | 31,657 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,256,443 | 41,289 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,194,875 | 32,435 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,894,965 | 37,393 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,461,986 | 43,413 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,887,265 | 43,648 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,715,106 | 78,331 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,896,024 | 24,155 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,208,512 | 24,417 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,602,922 | 25,110 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,590,863 | 26,661 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,716,060 | 23,982 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,405,019 | 17,597 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,397,450 | 17,855 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,375,401 | 9,464 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,474,157 | 17,873 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,673,539 | 18,154 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,082,284 | 18,299 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||