Position in CRVL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$226,821
-$58,542 QoQ
Shares Held
3,628
-14.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 289 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $534,557,085 across 9 Insurance Brokers names. CRVL ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
933,387 | $243,959,355 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 3 | AON |
Aon plc
|
283,011 | $93,871,913 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
283,417 | $65,064,034 | |
| 5 | BRO |
Brown & Brown, Inc.
|
264,943 | $16,996,089 | |
| 6 | ERIE |
Erie Indemnity Co
|
37,496 | $8,989,664 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 | |
| 8 | CRVL |
Corvel Corp
This page
|
3,628 | $226,821 |
All Filings in CRVL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,821 | 3,628 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $285,363 | 4,217 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $274,685 | 3,548 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $614,623 | 5,980 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $677,752 | 6,053 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $571,429 | 5,136 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $500,140 | 1,530 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $367,164 | 1,444 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $377,082 | 1,434 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $346,092 | 1,400 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $265,082 | 1,348 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $272,060 | 1,406 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $279,140 | 1,467 | Shares | Defined | 2024-06-13 | |
| 2022-03-31 | $475,843 | 2,825 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $590,510 | 2,839 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $630,167 | 3,384 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $461,455 | 3,436 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $269,502 | 2,627 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $268,917 | 2,537 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $80,730 | 945 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $115,832 | 1,634 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $44,860 | 823 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||