UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CRVL — Corvel Corp
CIK 861177
NEW YORK, NY
Position in CRVL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,932,199
+$681,854 QoQ
Shares Held
78,890
+1.4% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,247,172,559 across 11 Insurance Brokers names. CRVL ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,597,647 | $766,289,821 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,453,774 | $333,742,892 | |
| 3 | BRO |
Brown & Brown, Inc.
|
1,487,718 | $95,437,104 | |
| 4 | ERIE |
Erie Indemnity Co
|
121,438 | $29,114,757 | |
| 5 | AON |
Aon plc
|
25,740 | $8,537,700 | |
| 6 | CRVL |
Corvel Corp
This page
|
78,890 | $4,932,199 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
183,854 | $4,886,834 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
48,606 | $2,357,389 |
All Filings in CRVL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,932,199 | 78,890 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,250,345 | 77,774 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,956,621 | 73,247 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,810,212 | 75,048 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,791,995 | 124,460 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,036,879 | 98,570 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $10,414,599 | 93,606 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,148,338 | 27,986 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,379,933 | 29,024 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,433,202 | 13,056 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,854,035 | 11,545 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,254,983 | 11,467 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,433,261 | 12,575 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,392,771 | 12,575 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,722,011 | 11,849 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,604,400 | 11,590 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,022,603 | 13,734 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,313,353 | 13,734 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,837,738 | 13,643 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,153,630 | 11,565 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,189,762 | 8,859 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $833,544 | 8,125 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,001,061 | 9,444 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $806,800 | 9,444 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $544,717 | 7,684 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $260,012 | 4,770 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||