CorvelCRVL

13F holders, Q2 2025 (June 30)
296holders +19
41new positions
21sold out
8famous investors
$102.76avg. 13F price*

At the end of Q2 2025, 296 institutions reported holding Corvel Corp. (CRVL) in their 13F filings, up 19 from Q1 2025. 41 opened new positions and 21 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($571.3M), BlackRock, Inc. ($452.9M) and Vanguard Group Inc. ($333.3M). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.1% 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

0100200300 Q1 2024: 209Q1 2024Q2 2024: 221Q2 2024Q3 2024: 248Q3 2024Q4 2024: 264Q4 2024Q1 2025: 277Q1 2025Q2 2025: 296Q2 2025Q3 2025: 284Q3 2025Q4 2025: 285Q4 2025Q1 2026: 282Q1 2026Q2 2026: 290Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$17.7M
Exits21$6.8M

All 13F filers, Q1 2025 → Q2 2025: 1,675,528 shares bought and 1,527,201 shares sold, net +148,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Kayne Anderson Rudnick Investment Management LLC 1.36% Reduce -2.6% 5,558,296 $571.3M
BlackRock, Inc. 0.01% Reduce -0.4% 4,406,706 $452.9M
Vanguard Group Inc. 0.01% Add +0.3% 3,242,717 $333.3M
Renaissance Technologies 0.25% Reduce -1.9% 1,796,030 $184.6M
Dimensional Fund Advisors LP 0.03% Reduce -10.6% 1,289,507 $132.5M
State Street Corp. 0.00% Add +1.9% 1,093,710 $112.4M
Geode Capital Management, LLC 0.01% Add +5.3% 845,660 $86.9M
T. Rowe Price Associates Inc. 0.01% Reduce -8.5% 541,562 $55.7M
Boston Trust Walden Corp 0.39% Reduce -20.8% 536,874 $55.2M
Wells Fargo & Company 0.01% Reduce -2.8% 440,995 $45.3M
Morgan Stanley 0.00% Add +24.4% 407,474 $41.9M
Thrivent Financial for Lutherans 0.09% Add +187.9% 400,003 $41.1M
Northern Trust Corp. 0.01% Add +5.5% 396,521 $40.8M
Neuberger Berman Group LLC 0.03% Reduce -53.5% 389,682 $40.1M
Norges Bank 0.00% Reduce -2.0% 334,869 $34.4M
Charles Schwab Investment Management Inc. 0.00% Add +2.3% 268,193 $27.6M
Millennium Management 0.02% Add +383.7% 233,050 $24.0M
Raymond James Financial Inc. 0.01% Reduce -2.8% 218,272 $22.4M
Invesco Ltd. 0.00% Reduce -18.7% 210,326 $21.6M
Bank of New York Mellon Corp 0.00% Add +2.3% 176,927 $18.2M
Principal Financial Group Inc. 0.01% Reduce -2.4% 140,284 $14.4M
Goldman Sachs Group Inc. 0.00% Reduce -17.1% 130,783 $13.4M
Cerity Partners LLC 0.02% Add +59.4% 128,640 $13.2M
Algert Global LLC 0.27% Add +21.7% 125,482 $12.9M
Public Employees Retirement Association of Colorado 0.05% No change 124,893 $12.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +26.3% 124,460 $12.8M
JPMorgan Chase & Co. 0.00% Reduce -14.8% 124,289 $12.8M
Qube Research & Technologies Ltd 0.02% Add +147.2% 117,834 $12.1M
Cubist Systematic Strategies, LLC 0.13% Add +249.0% 117,395 $12.1M
Nuveen, LLC 0.00% Add +34.8% 102,697 $10.6M
Assenagon Asset Management S.A. 0.02% Add +720.9% 102,478 $10.5M
Tudor Investment Corporation 0.08% Add +159.7% 96,883 $10.0M
Public Sector Pension Investment Board 0.04% Add +7.5% 92,778 $9.5M
Rhumbline Advisers 0.01% Add +5.2% 84,633 $8.7M
Legal & General Group Plc 0.00% Add +3.8% 80,193 $8.2M
Russell Investments Group, Ltd. 0.01% Add +0.9% 75,427 $7.8M
Ameriprise Financial Inc. 0.00% Add +0.3% 74,775 $7.7M
Sei Investments Co. 0.01% Add +1.9% 64,490 $6.6M
Teacher Retirement System of Texas 0.03% Add +3.0% 64,312 $6.6M
Regions Financial Corp. 0.04% Add +2.3% 61,185 $6.3M
Prudential Financial Inc. 0.01% Reduce -30.9% 59,893 $6.2M
Swiss National Bank 0.00% Add +7.5% 58,900 $6.1M
Chatham Capital Group, Inc. 0.90% Reduce -0.6% 57,630 $5.9M
Barclays PLC 0.00% Add +57.5% 57,465 $5.9M
First Trust Advisors LP 0.00% Reduce -4.5% 56,943 $5.9M
Voloridge Investment Management, LLC 0.02% Add +18.8% 55,961 $5.8M
American Century Companies Inc. 0.00% Add +280.7% 54,819 $5.6M
Jane Street Group, LLC 0.01% Add +16.7% 54,739 $5.6M
D. E. Shaw & Co. 0.01% Add +41.4% 52,239 $5.4M
Royal Bank of Canada 0.00% Add +1.4% 51,997 $5.3M
Callan Family Office, LLC 0.17% Add +1101.3% 51,452 $5.3M
Susquehanna International Group, LLP 0.01% Add +44.9% 50,186 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 49,144 $5.1M
Victory Capital Management Inc. 0.00% Reduce -57.9% 45,641 $4.7M
Bank of America Corp. 0.00% Reduce -26.7% 44,601 $4.6M
Granahan Investment Management, LLC 0.18% Reduce -21.9% 43,877 $4.5M
Stifel Financial Corp. 0.00% Reduce -0.5% 43,413 $4.5M
Citadel Advisors 0.00% Add +48.4% 42,434 $4.4M
Squarepoint Ops LLC 0.01% Add +96.4% 41,380 $4.3M
BNP Paribas Financial Markets 0.00% Add +16.3% 41,210 $4.2M
AXA S.A. 0.01% New 41,176 $4.2M
UBS Group AG 0.00% Reduce -11.0% 39,270 $4.0M
Citigroup Inc. 0.00% Reduce -24.3% 39,165 $4.0M
Alliancebernstein L.P. 0.00% Add +9.0% 36,302 $3.7M
Intech Investment Management LLC 0.03% Add +65.0% 28,870 $3.0M
Dark Forest Capital Management LP 0.12% Add +1070.0% 28,584 $2.9M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -53.7% 27,781 $2.9M
California State Teachers Retirement System 0.00% Add +1.0% 26,177 $2.7M
New York State Teachers Retirement System 0.01% No change 26,172 $2.7M
Lyell Wealth Management, LP 0.21% No change 25,398 $2.6M
WINTON GROUP Ltd 0.13% Reduce -21.9% 25,395 $2.6M
Vident Advisory, LLC 0.03% Add +9.8% 24,504 $2.5M
Comerica Bank 0.01% Reduce -5.3% 24,248 $2.5M
Martingale Asset Management L P 0.06% Reduce -2.8% 24,115 $2.5M
Illinois Municipal Retirement Fund 0.03% Add +3.9% 23,590 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.5% 23,305 $2.4M
NewEdge Wealth, LLC 0.04% Reduce -6.9% 27,781 $2.4M
&partners 0.02% Add +1.5% 22,984 $2.4M
Deutsche Bank AG 0.00% Reduce -5.9% 20,773 $2.1M
ExodusPoint Capital Management, LP 0.03% Add +1061.8% 20,761 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +222.1% 20,716 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +337.7% 20,404 $2.1M
HRT Financial LP 0.01% Add +119.3% 20,185 $2.1M
Quantbot Technologies LP 0.05% Add +135.2% 19,502 $2.0M
Verition Fund Management LLC 0.01% Add +102.7% 19,420 $2.0M
Nebula Research & Development LLC 0.17% Add +36.0% 19,333 $2.0M
Point72 Asset Management 0.00% New 19,000 $2.0M
Vestcor Inc 0.06% Add +245.0% 18,026 $1.9M
AQR Capital Management 0.00% Reduce -34.2% 17,408 $1.8M
MetLife Investment Management, LLC 0.01% Add +10.1% 17,367 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -9.7% 16,436 $1.7M
Natixis Advisors, LLC 0.00% Add +4.6% 16,243 $1.7M
State of Alaska, Department of Revenue 0.02% Add +7.5% 16,209 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.7% 15,961 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +0.9% 15,918 $1.6M
Man Group plc 0.00% No change 15,874 $1.6M
Trexquant Investment LP 0.02% New 15,170 $1.6M
Atria Investments, Inc 0.02% Add +1.3% 14,646 $1.5M
SkyView Investment Advisors, LLC 0.21% Add +2.3% 14,112 $1.5M
State of Tennessee, Department of Treasury 0.01% Add +21.7% 14,109 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.5% 13,846 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -0.8% 12,700 $1.3M
Janus Henderson Group PLC 0.00% Reduce -89.2% 12,699 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -27.0% 12,551 $1.3M
Walleye Capital LLC 0.01% Add +118.9% 12,329 $1.3M
Jump Financial, LLC 0.02% Reduce -16.7% 12,200 $1.3M
Bearing Point Capital, LLC 0.23% No change 12,000 $1.2M
Fred Alger Management, LLC 0.01% Add +62.9% 11,922 $1.2M
Curi Capital, LLC 0.02% Add +20.5% 11,418 $1.2M
Occudo Quantitative Strategies LP 0.13% Add +52.8% 11,196 $1.2M
Yousif Capital Management, LLC 0.01% Add +0.7% 10,990 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -0.3% 10,654 $1.1M
Two Sigma Investments, LP 0.00% New 10,570 $1.1M
LPL Financial LLC 0.00% Reduce -9.0% 10,331 $1.1M
Horizon Investments, LLC 0.02% New 10,288 $1.1M
STRS Ohio 0.00% Add +7.6% 9,900 $1.0M
Campbell & CO Investment Adviser LLC 0.06% Add +182.3% 9,864 $1.0M
New York State Common Retirement Fund 0.00% Add +12.0% 9,322 $958K
XTX Topco Ltd 0.04% Add +128.0% 9,239 $950K
Arizona State Retirement System 0.01% Add +10.8% 8,958 $921K
Schonfeld Strategic Advisors LLC 0.01% New 8,952 $920K
Creative Planning 0.00% Reduce -14.9% 8,748 $899K
Sanctuary Advisors, LLC 0.01% Add +2.6% 8,671 $891K
Aquatic Capital Management LLC 0.02% Add +266.7% 8,617 $886K
Franklin Resources Inc. 0.00% Add +8.5% 8,550 $879K
Royce & Associates LP 0.01% Add +29.8% 8,466 $870K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.5% 8,044 $827K
Maryland State Retirement & Pension System 0.02% Add +0.7% 8,000 $822K
Voya Investment Management LLC 0.00% Add +10.0% 7,973 $819K
Amalgamated Bank 0.01% Add +0.0% 7,734 $795K
Wesbanco Bank Inc. 0.02% No change 7,731 $795K
1832 Asset Management L.P. 0.00% Reduce -4.6% 7,705 $792K
Pathstone Holdings, LLC 0.00% Reduce -15.7% 7,660 $787K
Ellsworth Advisors, LLC 0.19% Add +0.1% 7,650 $786K
Kesler, Norman & Wride, LLC 0.14% Reduce -4.0% 7,612 $783K
Engineers Gate Manager LP 0.01% Add +295.6% 7,504 $771K
Impact Capital Partners LLC 0.25% Reduce -1.1% 7,485 $769K
Axq Capital, LP 0.25% Add +301.0% 7,418 $762K
Mackenzie Financial Corp. 0.00% Reduce -36.3% 7,296 $750K
Linden Thomas Advisory Services, LLC 0.08% Reduce -22.2% 7,250 $745K
State Board of Administration of Florida Retirement System 0.00% No change 7,194 $739K
Brevan Howard Capital Management LP 0.01% Add +130.2% 7,192 $739K
Inceptionr LLC 0.17% Add +22.7% 7,064 $726K
Mgo One Seven LLC 0.02% New 7,002 $720K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.3% 6,989 $718K
Praxis Investment Management Inc. 0.05% No change 6,990 $718K
NorthCrest Asset Manangement, LLC 0.02% Reduce -15.4% 6,980 $718K
FMR LLC 0.00% Reduce -2.2% 6,929 $712K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +43.6% 6,890 $708K
Police & Firemen's Retirement System of New Jersey 0.01% Add +16.7% 6,624 $681K
Corient Private Wealth LP 0.00% Reduce -1.4% 6,624 $681K
Gotham Asset Management 0.00% New 6,617 $680K
Handelsbanken Fonder AB 0.00% No change 6,600 $678K
KLP Kapitalforvaltning As 0.00% Add +20.4% 6,500 $668K
ProShare Advisors LLC 0.00% Add +3.0% 6,466 $665K
Curated Wealth Partners LLC 0.08% No change 6,390 $657K
Premier Fund Managers Ltd 0.02% No change 6,306 $653K
Oregon Public Employees Retirement Fund 0.01% No change 6,215 $639K
RBF Capital, LLC 0.03% No change 6,000 $617K
World Investment Advisors 0.01% New 5,994 $616K
Bank of Montreal 0.00% Reduce -1.2% 5,980 $615K
D.A. Davidson & Co. 0.00% No change 5,853 $606K
Busey Bank 0.02% No change 5,679 $584K
Vanguard Personalized Indexing Management, LLC 0.01% Add +4.1% 5,534 $569K
Steward Partners Investment Advisory, LLC 0.00% No change 5,343 $549K
Dynamic Technology Lab Private Ltd 0.07% New 5,220 $537K
Apollon Wealth Management, LLC 0.01% Add +8.2% 5,151 $529K
Readystate Asset Management LP 0.04% New 5,148 $529K
Quantum Private Wealth, LLC 0.17% No change 5,085 $523K
O'shaughnessy Asset Management, LLC 0.00% Reduce -2.7% 4,902 $504K
EntryPoint Capital, LLC 0.25% Reduce -30.4% 4,893 $503K
M&T Bank Corp 0.00% Reduce -4.7% 4,866 $500K
Erste Asset Management GmbH 0.00% No change 4,800 $497K
Argent Trust Co 0.02% Add +1.1% 4,552 $468K
Versor Investments LP 0.08% Add +6.5% 4,472 $460K
Pictet Asset Management Holding SA 0.00% Add +7.3% 4,396 $452K
Aviva PLC 0.00% Reduce -24.6% 4,310 $443K
Holocene Advisors, LP 0.00% New 4,308 $443K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -49.4% 4,229 $435K
Spire Wealth Management 0.02% Reduce -23.5% 4,222 $434K
Contravisory Investment Management, Inc. 0.09% No change 4,216 $433K
Quantinno Capital Management LP 0.00% Add +9.3% 4,132 $425K
HSBC Holdings PLC 0.00% Reduce -17.2% 4,043 $416K
Integrated Wealth Concepts LLC 0.00% Add +5.9% 4,025 $414K
Inspire Investing, LLC 0.04% Add +23.6% 3,788 $389K
Two Sigma Advisers, LP 0.00% Add +15.4% 3,740 $384K
DRW Securities, LLC 0.03% New 3,638 $374K
Cibc World Markets Corp. 0.00% Reduce -39.2% 3,588 $369K
Mutual of America Capital Management LLC 0.00% Reduce -11.8% 3,497 $359K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,448 $354K
Tower Research Capital LLC (TRC) 0.01% Add +168.4% 3,444 $354K
Mariner, LLC 0.00% Reduce -13.6% 3,440 $354K
Quadrant Capital Group LLC 0.01% Reduce -1.1% 3,391 $349K
Cynosure Group, LLC 0.04% No change 3,176 $326K
Magnetar Financial LLC 0.00% New 3,057 $314K
Gallacher Capital Management LLC 0.14% Add +50.0% 2,999 $308K
Ameritas Investment Partners, Inc. 0.01% Add +6.8% 2,973 $306K
State of Wisconsin Investment Board 0.00% Reduce -54.2% 2,918 $300K
State of Wyoming 0.04% New 2,887 $297K
Amundi 0.00% Add +96333.3% 2,893 $293K
Klingman & Associates, LLC 0.02% New 2,793 $287K
Virtu Financial LLC 0.01% New 2,790 $287K
Parkside Financial Bank & Trust 0.03% Add +8769.0% 2,572 $264K
Caxton Associates LLP 0.01% New 2,553 $262K
Ballentine Partners, LLC 0.00% Reduce -1.8% 2,485 $255K
B. Metzler seel. Sohn & Co. AG 0.00% No change 2,460 $253K
Voleon Capital Management LP 0.01% Reduce -53.2% 2,423 $249K
Xponance LLC 0.00% Add +20.3% 2,416 $248K
Petros Family Wealth, LLC 0.21% No change 2,288 $235K
Aigen Investment Management, LP 0.03% New 2,268 $233K
Quadrature Capital Ltd 0.00% New 2,243 $231K
Benjamin Edwards Inc. 0.00% Reduce -13.8% 2,054 $211K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -12.1% 2,025 $208K
Deerfield Management Company, L.P. 0.00% New 1,993 $205K
Sawgrass Asset Management LLC 0.02% Reduce -5.3% 1,989 $204K
AlphaQuest LLC 0.02% Add +197700.0% 1,978 $203K
Ethic Inc. 0.00% New 1,934 $200K
Cwm, LLC 0.00% Reduce -0.3% 1,940 $199K
Aster Capital Management (DIFC) Ltd 0.04% New 1,767 $182K
PNC Financial Services Group, Inc. 0.00% Reduce -6.4% 1,510 $155K
Covestor Ltd 0.06% Reduce -24.2% 1,055 $109K
Advisors Asset Management, Inc. 0.00% Reduce -4.6% 1,022 $105K
KBC Group NV 0.00% Reduce -36.9% 987 $101K
Whittier Trust Co. of Nevada Inc. 0.00% No change 939 $97K
Smartleaf Asset Management LLC 0.01% Reduce -5.7% 692 $72K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -86.1% 693 $71K
GAMMA Investing LLC 0.00% Reduce -0.7% 680 $70K
IFP Advisors, Inc 0.00% Reduce -1.3% 611 $65K
Nisa Investment Advisors, LLC 0.00% Reduce -0.2% 565 $58K
HM Payson & Co. 0.00% No change 561 $58K
Allworth Financial LP 0.00% Reduce -3.0% 557 $57K
Blue Trust, Inc. 0.00% Add +235.4% 550 $57K
Painted Porch Advisors LLC 0.02% Reduce -9.4% 455 $47K
Exchange Traded Concepts, LLC 0.00% Reduce -27.2% 428 $44K
Point72 (DIFC) Ltd 0.00% Reduce -43.0% 399 $41K
Farther Finance Advisors, LLC 0.00% Reduce -53.7% 378 $39K
Fifth Third Bancorp 0.00% Reduce -7.3% 368 $38K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 361 $37K
Jones Financial Companies LLLP 0.00% Reduce -3.4% 342 $35K
US Bancorp \de 0.00% Reduce -6.5% 333 $34K
Hantz Financial Services, Inc. 0.00% New 310 $32K
CIBC Private Wealth Group LLC 0.00% Reduce -20.7% 302 $31K
Osaic Holdings, Inc. 0.00% Add +32.0% 239 $25K
Bessemer Group Inc. 0.00% Reduce -29.1% 226 $23K
Signaturefd, LLC 0.00% Reduce -5.0% 171 $18K
Quarry LP 0.00% New 161 $17K
Federated Hermes, Inc. 0.00% Reduce -37.6% 154 $16K
Aventura Private Wealth, LLC 0.01% No change 132 $14K
Public Employees Retirement System of Ohio 0.00% Reduce -6.7% 125 $13K
EverSource Wealth Advisors, LLC 0.00% Add +265.5% 106 $11K
UMB Bank, n.a. 0.00% Add +1.0% 103 $11K
Danske Bank A/S 0.00% New 100 $10K
Asset Planning,Inc 0.01% No change 96 $10K
LRI Investments, LLC 0.00% New 87 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.7% 87 $9K
Parallel Advisors, LLC 0.00% Add +18.8% 82 $8K
Private Wealth Management Group, LLC 0.00% No change 78 $8K
CI Investments Inc. 0.00% Add +64.0% 82 $8K
Ameritas Advisory Services, LLC 0.00% New 75 $8K
Huntington National Bank 0.00% No change 72 $7K
Sterling Capital Management LLC 0.00% Add +157.1% 72 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 81 $7K
Accent Capital Management, LLC 0.00% New 66 $7K
Bare Financial Services, Inc 0.00% Add +188.9% 52 $5K
MAI Capital Management 0.00% New 50 $5K
Hemington Wealth Management 0.00% Add +13.3% 51 $5K
Bell Investment Advisors, Inc 0.00% No change 46 $5K
Brooklyn Investment Group 0.00% Reduce -63.1% 45 $5K
JFS Wealth Advisors, LLC 0.00% No change 37 $4K
Altshuler Shaham Ltd 0.00% Add +2.8% 37 $4K
Arax Advisory Partners 0.00% Reduce -15.0% 34 $3K
High Note Wealth, LLC 0.00% New 32 $3K
Clearstead Trust, LLC 0.00% New 19 $2K
Creative Financial Designs Inc. 0.00% New 19 $2K
Physician Wealth Advisors, Inc. 0.00% Add +100.0% 18 $2K
Rothschild Investment LLC 0.00% Reduce -53.9% 18 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -14.3% 18 $2K
Larson Financial Group LLC 0.00% Reduce -40.0% 15 $2K
Assetmark, Inc. 0.00% New 15 $2K
Global Retirement Partners, LLC 0.00% — 15 $2K
SBI Securities Co., Ltd. 0.00% No change 15 $2K
Fortitude Family Office, LLC 0.00% New 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.1% 10 $1K
Sierra Ocean, LLC 0.00% New 9 $925
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 6 $617
True Wealth Design, LLC 0.00% No change 5 $514
CVA Family Office, LLC 0.00% Reduce -44.4% 5 $514
Bogart Wealth, LLC 0.00% New 5 $514
Caitong International Asset Management Co., Ltd 0.00% No change 4 $411
TFC Financial Management, Inc. 0.00% No change 3 $309
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 3 $308
HFM Investment Advisors, LLC 0.00% Add +50.0% 3 $308
Abound Wealth Management 0.00% No change 2 $206
Parkworth Wealth Management, Inc. 0.00% No change 2 $206
Rialto Wealth Management, LLC 0.00% New 1 $103
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.