Position in CRVL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,756
+$2,361 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 288 holders
Holding Since
Mar 2025
4 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, 2026SouthState Bank Corp holds $90,970 across 7 Insurance Brokers names. CRVL ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
274 | $45,667 | |
| 2 | CRVL |
Corvel Corp
This page
|
300 | $18,756 | |
| 3 | AON |
Aon plc
|
38 | $12,604 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
34 | $7,805 | |
| 5 | BRO |
Brown & Brown, Inc.
|
76 | $4,875 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3 | $784 | |
| 7 | ERIE |
Erie Indemnity Co
|
2 | $479 |
All Filings in CRVL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,756 | 300 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $16,395 | 300 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $20,301 | 300 | Shares | Defined | 2026-02-11 | |
| 2025-03-31 | $559 | 5 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||