Position in CRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,330,874
+$3,086,837 QoQ
Shares Held
453,149
-1.9% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. CRVL ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
This page
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,330,874 | 453,149 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,244,037 | 461,922 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $26,731,948 | 395,034 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,472,854 | 406,521 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $45,325,465 | 440,995 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,777,049 | 453,488 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,813,771 | 447,724 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $54,346,424 | 166,253 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $42,753,479 | 168,142 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,182,484 | 164,217 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $40,852,176 | 165,253 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $33,919,370 | 172,486 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,719,632 | 132,918 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $24,182,315 | 127,088 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,463,680 | 106,404 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,603,437 | 127,165 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,161,297 | 130,110 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,675,434 | 140,557 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,415,979 | 16,423 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,930,725 | 10,368 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $802,979 | 5,979 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $661,192 | 6,445 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,427,831 | 60,640 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,250,711 | 108,284 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,965,696 | 112,367 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,814,213 | 88,318 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||