Position in CRVL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$12,623
+$443 QoQ
Shares Held
231
+28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRVL Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UMB Bank, n.a. holds $11,014,878 across 10 Insurance Brokers names. CRVL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
118,550 | $7,730,644 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
9,469 | $2,050,795 | |
| 3 | AON |
Aon plc
|
1,450 | $468,030 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,277 | $394,945 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474 | $137,791 | |
| 6 | SLQT |
SelectQuote, Inc.
|
200,000 | $126,000 | |
| 7 | ERIE |
Erie Indemnity Co
|
299 | $75,141 | |
| 8 | CRVL |
Corvel Corp
This page
|
231 | $12,623 |
All Filings in CRVL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,623 | 231 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,180 | 180 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,735 | 87 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,586 | 103 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $11,420 | 102 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,343 | 66 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,397 | 22 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,101 | 13 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $350 | 4 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||