Filing Research | CRVL - CORVEL CORP Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	415.0KSH	$25.9M
2	Assenagon Asset Management S.A.	Shares	102.0KSH	$6.4M
3	CHATHAM CAPITAL GROUP, INC.	Shares	55.5KSH	$3.5M
4	Y-Intercept (Hong Kong) Ltd	Shares	19.0KSH	$1.2M
5	ARGENT CAPITAL MANAGEMENT LLC	Shares	17.7KSH	$1.1M
6	Linden Thomas Advisory Services, LLC	Shares	17.4KSH	$1.1M
7	Louisiana State Employees Retirement System	Shares	13.7KSH	$856.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.2KSH	$799.2K
9	Kesler, Norman & Wride, LLC	Shares	10.2KSH	$637.4K
10	NorthCrest Asset Manangement, LLC	Shares	9.3KSH	$583.6K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.2KSH	$573.1K
12	Police & Firemen's Retirement System of New Jersey	Shares	8.8KSH	$549.4K
13	Impact Capital Partners LLC	Shares	8.5KSH	$529.5K
14	Procyon Advisors, LLC	Shares	7.9KSH	$496.0K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.4KSH	$462.6K
16	D.A. DAVIDSON & CO.	Shares	5.9KSH	$365.6K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.5KSH	$343.2K
18	Merit Financial Group, LLC	Shares	4.1KSH	$257.9K
19	Apollon Wealth Management, LLC	Shares	4.1KSH	$253.5K
20	BENJAMIN EDWARDS INC	Shares	3.4KSH	$213.9K
21	SIGNATUREFD, LLC	Shares	2.6KSH	$163.3K
22	GAMMA Investing LLC	Shares	2.3KSH	$146.2K
23	MassMutual Private Wealth & Trust, FSB	Shares	1.2KSH	$76.8K
24	Curated Wealth Partners LLC	Shares	40.7KSH	$61.1K
25	IFP Advisors, Inc	Shares	973SH	$60.8K
26	Versant Capital Management, Inc	Shares	907SH	$56.7K
27	EverSource Wealth Advisors, LLC	Shares	539SH	$33.7K
28	Farther Finance Advisors, LLC	Shares	424SH	$26.4K
29	HM PAYSON & CO	Shares	300SH	$18.8K
30	Owl Creek Wealth Partners LLC	Shares	215SH	$13.4K
31	LRI Investments, LLC	Shares	197SH	$12.3K
32	Aventura Private Wealth, LLC	Shares	132SH	$8.3K
33	True Wealth Design, LLC	Shares	125SH	$7.8K
34	SJS Investment Consulting Inc.	Shares	94SH	$5.9K
35	High Note Wealth, LLC	Shares	88SH	$5.5K
36	Marquette Asset Management, LLC	Shares	42SH	$2.6K
37	Fortitude Family Office, LLC	Shares	41SH	$2.6K
38	Wealth Enhancement Trust Services, Inc.	Shares	30SH	$1.9K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	26.5KSH	$1.7K
40	JFS WEALTH ADVISORS, LLC	Shares	18SH	$1.1K
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	18SH	$1.1K
42	Spire Wealth Management	Shares	16SH	$1.0K
43	State of Alaska, Department of Revenue	Shares	13.6KSH	$847
44	CoreCap Advisors, LLC	Shares	12SH	$750
45	Handelsbanken Fonder AB	Shares	11.9KSH	$744
46	Physician Wealth Advisors, Inc.	Shares	9SH	$563
47	Torren Management, LLC	Shares	9SH	$563
48	AMALGAMATED BANK	Shares	8.3KSH	$521
49	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$438
50	Creative Capital Management Investments LLC	Shares	6SH	$375

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	Boston Trust Walden Corp trimmed	Shares	-20.0K	+$2.2M	$25.9M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+19.0K	+$1.2M	$1.2M
3	Procyon Advisors, LLC new	Shares	+7.9K	+$496.0K	$496.0K
4	CHATHAM CAPITAL GROUP, INC. added	Shares	+581	+$468.1K	$3.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.4K	+$443.8K	$799.2K
6	Merit Financial Group, LLC new	Shares	+4.1K	+$257.9K	$257.9K
7	Linden Thomas Advisory Services, LLC added	Shares	+1.9K	+$240.6K	$1.1M
8	NorthCrest Asset Manangement, LLC added	Shares	+1.1K	+$135.6K	$583.6K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+724	+$108.7K	$549.4K
10	Louisiana State Employees Retirement System trimmed	Shares	-100	+$102.4K	$856.5K
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+39	+$74.3K	$573.1K
12	Impact Capital Partners LLC added	Shares	+137	+$74.1K	$529.5K
13	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+426	+$66.5K	$343.2K
14	D.A. DAVIDSON & CO. unchanged	Shares	0	+$45.7K	$365.6K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-317	+$40.9K	$462.6K
16	GAMMA Investing LLC added	Shares	+394	+$39.9K	$146.2K
17	SIGNATUREFD, LLC added	Shares	+265	+$35.0K	$163.3K
18	IFP Advisors, Inc added	Shares	+395	+$29.2K	$60.8K
19	Versant Capital Management, Inc added	Shares	+339	+$25.7K	$56.7K
20	MassMutual Private Wealth & Trust, FSB added	Shares	+195	+$20.3K	$76.8K
21	EverSource Wealth Advisors, LLC added	Shares	+209	+$15.7K	$33.7K
22	Owl Creek Wealth Partners LLC added	Shares	+150	+$9.9K	$13.4K
23	Farther Finance Advisors, LLC added	Shares	+112	+$9.7K	$26.4K
24	LRI Investments, LLC added	Shares	+89	+$6.4K	$12.3K
25	True Wealth Design, LLC added	Shares	+99	+$6.4K	$7.8K
26	SJS Investment Consulting Inc. added	Shares	+76	+$4.9K	$5.9K
27	Fortitude Family Office, LLC new	Shares	+41	+$2.6K	$2.6K
28	HM PAYSON & CO unchanged	Shares	0	+$2.4K	$18.8K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+30	+$1.9K	$1.9K
30	Aventura Private Wealth, LLC unchanged	Shares	0	+$1.0K	$8.3K
31	CoreCap Advisors, LLC new	Shares	+12	+$750	$750
32	High Note Wealth, LLC unchanged	Shares	0	+$693	$5.5K
33	Creative Capital Management Investments LLC new	Shares	+6	+$375	$375
34	Marquette Asset Management, LLC unchanged	Shares	0	+$330	$2.6K
35	JFS WEALTH ADVISORS, LLC added	Shares	+3	+$306	$1.1K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.2K	+$275	$1.7K
37	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	+$219	$438
38	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$141	$1.1K
39	Spire Wealth Management unchanged	Shares	0	+$126	$1.0K
40	Davis Capital Management new	Shares	+2	+$125	$125
41	Physician Wealth Advisors, Inc. added	Shares	+1	+$125	$563
42	Handelsbanken Fonder AB trimmed	Shares	-200	+$83	$744
43	Torren Management, LLC unchanged	Shares	0	+$71	$563
44	AMALGAMATED BANK trimmed	Shares	-581	+$34	$521
45	Hughes Financial Services, LLC unchanged	Shares	0	+$31	$250
46	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$24	$188
47	Abound Wealth Management unchanged	Shares	0	+$16	$126
48	Capital Advisors, Ltd. LLC exited	Shares	-76	-$4	$0
49	State of Alaska, Department of Revenue trimmed	Shares	-5.1K	-$173	$847
50	BENJAMIN EDWARDS INC trimmed	Shares	-809	-$17.3K	$213.9K

Scroll to load more