CorvelCRVL
13F holders, Q1 2025 (March 31)277holders +13
35new positions
21sold out
6famous investors
$111.97avg. 13F price*
At the end of Q1 2025, 277 institutions reported holding Corvel Corp. (CRVL) in their 13F filings, up 13 from Q4 2024. 35 opened new positions and 21 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($639.0M), BlackRock, Inc. ($495.3M) and Vanguard Group Inc. ($362.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Corvel Corp.
- CUSIP
- 221006109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.0M |
| Exits | 21 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 729,193 shares bought and 820,384 shares sold, net −91,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| Kayne Anderson Rudnick Investment Management LLC | 1.56% | Reduce -0.1% | 5,706,443 | $639.0M |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 4,423,134 | $495.3M |
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 3,232,637 | $362.0M |
| Renaissance Technologies | 0.31% | Reduce -1.6% | 1,830,030 | $204.9M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.7% | 1,442,661 | $161.5M |
| State Street Corp. | 0.01% | Reduce -3.6% | 1,073,173 | $120.2M |
| Neuberger Berman Group LLC | 0.08% | Reduce -0.8% | 838,633 | $93.9M |
| Geode Capital Management, LLC | 0.01% | Add +3.6% | 802,799 | $89.9M |
| Boston Trust Walden Corp | 0.55% | Reduce -1.8% | 677,830 | $75.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -5.4% | 591,798 | $66.3M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 453,488 | $50.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.1% | 375,704 | $42.1M |
| Norges Bank | 0.01% | Reduce -8.1% | 341,810 | $38.3M |
| Morgan Stanley | 0.00% | Reduce -16.5% | 327,647 | $36.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 262,276 | $29.4M |
| Invesco Ltd. | 0.01% | Reduce -9.2% | 258,590 | $29.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.6% | 224,510 | $25.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.7% | 172,926 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.2% | 157,674 | $17.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.4% | 145,948 | $16.3M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 143,654 | $16.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +560.2% | 138,954 | $15.6M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +46.2% | 124,893 | $14.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -13.8% | 118,036 | $13.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.6% | 108,410 | $12.1M |
| Algert Global LLC | 0.29% | Add +5.6% | 103,079 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.3% | 98,570 | $11.0M |
| Prudential Financial Inc. | 0.01% | Reduce -4.2% | 86,653 | $9.7M |
| Public Sector Pension Investment Board | 0.04% | Add +27.4% | 86,307 | $9.7M |
| Cerity Partners LLC | 0.02% | Reduce -0.3% | 80,701 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -5.1% | 80,432 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -2.4% | 77,262 | $8.7M |
| Nuveen, LLC | 0.00% | — | 76,209 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +44.7% | 74,730 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 74,537 | $8.3M |
| Sei Investments Co. | 0.01% | Add +5.2% | 63,268 | $7.1M |
| Teacher Retirement System of Texas | 0.03% | Reduce -25.9% | 62,418 | $7.0M |
| Bank of America Corp. | 0.00% | Add +45.5% | 60,819 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +92.7% | 60,026 | $6.7M |
| Regions Financial Corp. | 0.05% | Reduce -0.5% | 59,829 | $6.7M |
| First Trust Advisors LP | 0.01% | Reduce -14.3% | 59,640 | $6.7M |
| Chatham Capital Group, Inc. | 1.08% | Add +4.4% | 57,955 | $6.5M |
| Granahan Investment Management, LLC | 0.31% | Add +3.4% | 56,193 | $6.3M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 54,800 | $6.1M |
| Citigroup Inc. | 0.00% | Add +21.1% | 51,746 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 51,261 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 49,205 | $5.5M |
| Millennium Management | 0.01% | Add +127.4% | 48,182 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.2% | 47,665 | $5.3M |
| Voloridge Investment Management, LLC | 0.02% | Add +35.5% | 47,111 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +194.7% | 46,920 | $5.3M |
| West Coast Financial LLC | 0.57% | Reduce -50.8% | 44,512 | $5.0M |
| UBS Group AG | 0.00% | Add +4.7% | 44,138 | $4.9M |
| Stifel Financial Corp. | 0.01% | Reduce -44.3% | 43,648 | $4.9M |
| Tudor Investment Corporation | 0.04% | Reduce -24.7% | 37,301 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Add +108.8% | 36,945 | $4.1M |
| Barclays PLC | 0.00% | Reduce -26.1% | 36,491 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +676.0% | 35,431 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +185.2% | 34,631 | $3.9M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +225.0% | 33,638 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 33,302 | $3.7M |
| WINTON GROUP Ltd | 0.22% | Reduce -0.4% | 32,507 | $3.6M |
| NewEdge Wealth, LLC | 0.06% | Reduce -4.2% | 29,854 | $3.3M |
| Citadel Advisors | 0.00% | New | 28,601 | $3.2M |
| AQR Capital Management | 0.00% | Add +4.0% | 26,468 | $3.0M |
| New York State Teachers Retirement System | 0.01% | No change | 26,172 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 25,910 | $2.9M |
| Comerica Bank | 0.01% | Reduce -0.1% | 25,592 | $2.9M |
| Lyell Wealth Management, LP | 0.27% | No change | 25,398 | $2.8M |
| Martingale Asset Management L P | 0.07% | Reduce -5.0% | 24,815 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.4% | 23,663 | $2.6M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -1.4% | 22,696 | $2.5M |
| &partners | 0.03% | Add +3.9% | 22,643 | $2.5M |
| Vident Advisory, LLC | 0.04% | New | 22,328 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -8.9% | 22,075 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Add +772.1% | 21,070 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.6% | 18,205 | $2.0M |
| Intech Investment Management LLC | 0.02% | Reduce -13.4% | 17,498 | $2.0M |
| Balyasny Asset Management L.P. | 0.00% | Add +31.0% | 17,195 | $1.9M |
| Man Group plc | 0.01% | Add +0.6% | 15,874 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 15,846 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.1% | 15,779 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 15,771 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +7.5% | 15,523 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.4% | 15,083 | $1.7M |
| Marshall Wace, LLP | 0.00% | Add +148.6% | 15,001 | $1.7M |
| Jump Financial, LLC | 0.03% | Add +46.7% | 14,651 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +1.8% | 14,460 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +4.1% | 14,400 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 14,345 | $1.6M |
| Nebula Research & Development LLC | 0.15% | Add +11.6% | 14,216 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 13,913 | $1.6M |
| SkyView Investment Advisors, LLC | 0.23% | Add +5.5% | 13,798 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.0% | 12,800 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | New | 12,484 | $1.4M |
| Bearing Point Capital, LLC | 0.29% | No change | 12,000 | $1.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 11,589 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +50.2% | 11,449 | $1.3M |
| LPL Financial LLC | 0.00% | Add +5.0% | 11,351 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.4% | 10,916 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.8% | 10,688 | $1.2M |
| Creative Planning | 0.00% | Add +48.2% | 10,278 | $1.2M |
| Verition Fund Management LLC | 0.01% | New | 9,582 | $1.1M |
| Curi Capital, LLC | 0.03% | Add +8.8% | 9,479 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +519.5% | 9,416 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.14% | Add +12.0% | 9,322 | $1.0M |
| STRS Ohio | 0.00% | Reduce -4.2% | 9,200 | $1.0M |
| HRT Financial LP | 0.01% | Add +195.6% | 9,202 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +9.9% | 9,084 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,607 | $964K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.0% | 8,447 | $946K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 8,361 | $936K |
| New York State Common Retirement Fund | 0.00% | No change | 8,322 | $932K |
| Quantbot Technologies LP | 0.03% | New | 8,292 | $928K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.2% | 8,255 | $924K |
| Arizona State Retirement System | 0.01% | Reduce -1.0% | 8,083 | $905K |
| 1832 Asset Management L.P. | 0.00% | Add +35.0% | 8,074 | $904K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.0% | 7,943 | $889K |
| Kesler, Norman & Wride, LLC | 0.17% | Add +14.8% | 7,928 | $888K |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 7,882 | $883K |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 7,732 | $866K |
| Wesbanco Bank Inc. | 0.03% | No change | 7,731 | $866K |
| Ellsworth Advisors, LLC | 0.22% | Add +5.1% | 7,640 | $855K |
| Impact Capital Partners LLC | 0.31% | Add +8.3% | 7,568 | $847K |
| Fred Alger Management, LLC | 0.00% | Reduce -57.9% | 7,321 | $820K |
| Occudo Quantitative Strategies LP | 0.11% | Add +64.1% | 7,329 | $816K |
| Voya Investment Management LLC | 0.00% | Reduce -9.8% | 7,247 | $811K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,194 | $806K |
| FMR LLC | 0.00% | Reduce -47.6% | 7,085 | $793K |
| EntryPoint Capital, LLC | 0.36% | New | 7,033 | $787K |
| Praxis Investment Management Inc. | 0.05% | No change | 6,990 | $783K |
| Corient Private Wealth LP | 0.00% | Reduce -24.5% | 6,719 | $752K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,600 | $739K |
| Royce & Associates LP | 0.01% | Add +84.2% | 6,521 | $730K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.0% | 6,514 | $729K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -36.2% | 6,431 | $720K |
| Curated Wealth Partners LLC | 0.09% | No change | 6,390 | $715K |
| State of Wisconsin Investment Board | 0.00% | Add +4.5% | 6,375 | $714K |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 6,277 | $703K |
| Premier Fund Managers Ltd | 0.03% | No change | 6,306 | $702K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.5% | 6,215 | $696K |
| Bank of Montreal | 0.00% | Add +17.9% | 6,053 | $678K |
| RBF Capital, LLC | 0.04% | No change | 6,000 | $672K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 5,903 | $661K |
| D.A. Davidson & Co. | 0.01% | No change | 5,853 | $655K |
| Inceptionr LLC | 0.19% | New | 5,758 | $645K |
| Aviva PLC | 0.00% | Add +13.2% | 5,713 | $640K |
| Busey Bank | 0.02% | No change | 5,679 | $636K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 5,676 | $636K |
| Walleye Capital LLC | 0.01% | Reduce -14.2% | 5,633 | $631K |
| Spire Wealth Management | 0.02% | Add +8.1% | 5,516 | $618K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -10.0% | 5,400 | $605K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 5,343 | $598K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.8% | 5,317 | $595K |
| Vestcor Inc | 0.02% | Add +36.6% | 5,225 | $585K |
| Voleon Capital Management LP | 0.05% | Reduce -31.8% | 5,182 | $580K |
| M&T Bank Corp | 0.00% | Reduce -7.8% | 5,107 | $571K |
| Quantum Private Wealth, LLC | 0.22% | No change | 5,085 | $569K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.2% | 5,038 | $564K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.15% | Add +244.5% | 4,995 | $559K |
| HSBC Holdings PLC | 0.00% | Add +12.4% | 4,881 | $547K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -30.5% | 4,798 | $537K |
| Erste Asset Management GmbH | 0.01% | No change | 4,800 | $535K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.2% | 4,759 | $533K |
| Caption Management, LLC | 0.02% | Reduce -8.2% | 4,684 | $524K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,662 | $522K |
| Argent Trust Co | 0.02% | Add +34.3% | 4,501 | $504K |
| Callan Family Office, LLC | 0.04% | Reduce -46.1% | 4,283 | $480K |
| Contravisory Investment Management, Inc. | 0.10% | Reduce -0.8% | 4,216 | $472K |
| Versor Investments LP | 0.08% | New | 4,200 | $470K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,095 | $459K |
| XTX Topco Ltd | 0.02% | New | 4,052 | $454K |
| Mariner, LLC | 0.00% | Add +51.0% | 3,982 | $446K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 3,964 | $444K |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.4% | 3,800 | $425K |
| Quantinno Capital Management LP | 0.00% | Add +14.7% | 3,781 | $423K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -0.2% | 3,494 | $391K |
| Quadrant Capital Group LLC | 0.01% | Add +346.4% | 3,428 | $384K |
| Harvest Investment Services, LLC | 0.10% | New | 3,321 | $372K |
| Two Sigma Advisers, LP | 0.00% | Reduce -49.7% | 3,240 | $363K |
| Cynosure Group, LLC | 0.05% | Add +20.2% | 3,176 | $356K |
| Brevan Howard Capital Management LP | 0.01% | Add +61.1% | 3,124 | $350K |
| Inspire Investing, LLC | 0.04% | Reduce -14.2% | 3,065 | $343K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,784 | $312K |
| Ballentine Partners, LLC | 0.00% | Add +4.2% | 2,531 | $283K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | New | 2,460 | $275K |
| Dark Forest Capital Management LP | 0.01% | Add +10.3% | 2,443 | $274K |
| Allianz Asset Management GmbH | 0.00% | No change | 2,400 | $269K |
| Benjamin Edwards Inc. | 0.00% | Add +20.4% | 2,383 | $267K |
| Aquatic Capital Management LLC | 0.01% | New | 2,350 | $263K |
| Susquehanna Fundamental Investments, LLC | 0.00% | No change | 2,304 | $258K |
| Petros Family Wealth, LLC | 0.28% | Add +2.0% | 2,288 | $256K |
| Choreo, LLC | 0.00% | Add +3.1% | 2,236 | $250K |
| Mayfair Advisory Group, LLC | 0.14% | Add +7.2% | 2,212 | $248K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.5% | 2,101 | $238K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -11.4% | 2,100 | $235K |
| Xponance LLC | 0.00% | Add +4.9% | 2,008 | $225K |
| Gallacher Capital Management LLC | 0.11% | New | 2,000 | $224K |
| Cwm, LLC | 0.00% | Add +2.2% | 1,946 | $218K |
| Townsquare Capital LLC | 0.00% | New | 1,919 | $215K |
| Engineers Gate Manager LP | 0.00% | Reduce -46.1% | 1,897 | $212K |
| Axq Capital, LP | 0.08% | New | 1,850 | $207K |
| Revisor Wealth Management LLC | 0.09% | New | 1,795 | $201K |
| ExodusPoint Capital Management, LP | 0.00% | New | 1,787 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 1,613 | $181K |
| KBC Group NV | 0.00% | Add +35.1% | 1,564 | $175K |
| Covestor Ltd | 0.10% | Reduce -0.1% | 1,392 | $156K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +200.5% | 1,283 | $144K |
| Quent Capital, LLC | 0.01% | Reduce -9.8% | 1,118 | $125K |
| Advisors Asset Management, Inc. | 0.00% | Add +6.8% | 1,071 | $120K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 939 | $105K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.7% | 816 | $93K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.2% | 734 | $82K |
| Point72 (DIFC) Ltd | 0.01% | Add +14.6% | 700 | $78K |
| GAMMA Investing LLC | 0.01% | Add +58.6% | 685 | $77K |
| IFP Advisors, Inc | 0.00% | No change | 619 | $69K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.5% | 588 | $66K |
| Allworth Financial LP | 0.00% | Add +4000.0% | 574 | $64K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.0% | 566 | $63K |
| HM Payson & Co. | 0.00% | No change | 561 | $63K |
| Painted Porch Advisors LLC | 0.02% | Reduce -55.5% | 502 | $56K |
| Fifth Third Bancorp | 0.00% | Add +23.7% | 397 | $44K |
| Coldstream Capital Management Inc. | 0.00% | New | 372 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.6% | 381 | $41K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 356 | $40K |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 354 | $39K |
| Bessemer Group Inc. | 0.00% | Add +23.6% | 319 | $36K |
| von Borstel & Associates, Inc. | 0.01% | New | 258 | $28K |
| Federated Hermes, Inc. | 0.00% | Reduce -49.8% | 247 | $28K |
| Meeder Asset Management Inc. | 0.00% | New | 226 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +22.3% | 181 | $20K |
| Signaturefd, LLC | 0.00% | Add +122.2% | 180 | $20K |
| Blue Trust, Inc. | 0.00% | New | 164 | $18K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.7% | 134 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 132 | $15K |
| Brooklyn Investment Group | 0.00% | Add +27.1% | 122 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +52.0% | 114 | $13K |
| UMB Bank, n.a. | 0.00% | Add +54.5% | 102 | $11K |
| Asset Planning,Inc | 0.01% | No change | 96 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 78 | $9K |
| Huntington National Bank | 0.00% | No change | 72 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 69 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 63 | $7K |
| CI Investments Inc. | 0.00% | Reduce -53.7% | 50 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +27.8% | 46 | $5K |
| Hemington Wealth Management | 0.00% | Add +50.0% | 45 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -64.0% | 40 | $4K |
| Rothschild Investment LLC | 0.00% | Add +44.4% | 39 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.8% | 37 | $4K |
| Altshuler Shaham Ltd | 0.00% | No change | 36 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +222.2% | 29 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.1% | 29 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +3.7% | 28 | $3K |
| Larson Financial Group LLC | 0.00% | Add +316.7% | 25 | $3K |
| Lindbrook Capital, LLC | 0.00% | New | 24 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 18 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +22.2% | 11 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $1K |
| CVA Family Office, LLC | 0.00% | New | 9 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $1K |
| Lazard Asset Management LLC | 0.00% | New | 16 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +100.0% | 6 | $672 |
| True Wealth Design, LLC | 0.00% | New | 5 | $560 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $560 |
| SouthState Bank Corp | 0.00% | New | 5 | $560 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 4 | $448 |
| TFC Financial Management, Inc. | 0.00% | No change | 3 | $336 |
| Amundi | 0.00% | No change | 3 | $333 |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -33.3% | 2 | $224 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 2 | $224 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $224 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $223 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $112 |
| Stonebridge Financial Group, LLC | 0.00% | New | 1 | $112 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is CRVL's weight in each manager's 13F, not the share of Corvel Corp. the manager owns.