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Atria Investments’s CorVel CRVL Stock Holding History

Atria Investments’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
Q1 		$800K Buy
14,639
+2,825
+24% +$163K 0.01% 1186
2025
Q4 		$799K Sell
11,814
-1,780
-13% -$129K 0.01% 1183
2025
Q3 		$1.05M Sell
13,594
-1,052
-7% -$93.8K 0.01% 1029
2025
Q2 		$1.51M Buy
14,646
+186
+1% +$20.5K 0.02% 844
2025
Q1 		$1.62M Buy
14,460
+254
+2% +$28.4K 0.02% 790
2024
Q4 		$1.58M Buy
14,206
+1,504
+12% +$168K 0.02% 783
2024
Q3 		$1.38M Buy
12,702
+1,005
+9% +$100K 0.02% 821
2024
Q2 		$991K Buy
+11,697
New +$966K 0.01% 929

Other funds holding CRVL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return