AssetMark Inc’s CorVel CRVL Stock Holding History

AssetMark Inc’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.86K	Buy	25 +11	+79%	+$729	﹤0.01%	3069
2026 Q2	$875	Buy	14 +1	+8%	+$58	﹤0.01%	3176
2026 Q1	$710	Sell	13 -35	-73%	-$2.02K	﹤0.01%	3109
2025 Q4	$3.25K	Buy	48 +30	+167%	+$2.17K	﹤0.01%	2622
2025 Q3	$1.39K	Buy	18 +3	+20%	+$268	﹤0.01%	2713
2025 Q2	$1.54K	Buy	+15	New	+$1.65K	﹤0.01%	2506
2018 Q1	–	Sell	-9	Closed	–	–	1525
2017 Q4	$0	Buy	+9	New	+$170	﹤0.01%	1911
2017 Q1	–	Sell	-12	Closed	–	–	1293
2016 Q4	$0	Buy	+12	New	+$137	﹤0.01%	1262

Other funds holding CRVL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

AssetMark Inc's CRVL Position: Q3 2026 in Review

AssetMark Inc increased its CorVel (CRVL) stake by 79% in Q3 2026, buying an estimated $729 and bringing the position to 25 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

AssetMark Inc first reported a position in CRVL in Q4 2016 and has held it in 8 quarters since. The position peaked at $3.25K in Q4 2025. 143 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

AssetMark Inc held 25 shares of CorVel worth $1.86K as of Q3 2026.
AssetMark Inc bought 11 CorVel shares in Q3 2026, an estimated $729.
CorVel made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3069 holding.
AssetMark Inc first reported a position in CorVel in Q4 2016 and has held it in 8 quarters since.
AssetMark Inc's CorVel position peaked at $3.25K in Q4 2025.
143 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.