Ballentine Partners’s CorVel CRVL Stock Holding History

Ballentine Partners’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
2025 Q3	–	Sell	-2,485	Closed	-$255K	–	1032
2025 Q2	$255K	Sell	2,485 -46	-2%	-$5.07K	﹤0.01%	763
2025 Q1	$283K	Buy	2,531 +102	+4%	+$11.4K	﹤0.01%	650
2024 Q4	$270K	Buy	2,429 +86	+4%	+$9.63K	﹤0.01%	642
2024 Q3	$255K	Buy	+2,343	New	+$234K	﹤0.01%	650

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ballentine Partners's CRVL Position: Q3 2025 in Review

Ballentine Partners sold out of CorVel (CRVL) in Q3 2025, closing a stake of 2,485 shares — an estimated $255K sold.

Ballentine Partners first reported a position in CRVL in Q3 2024 and held it in 4 quarters. The position peaked at $283K in Q1 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q3 2025.

Ballentine Partners reported no remaining CorVel position as of Q3 2025 after selling out during the quarter.
Ballentine Partners sold 2,485 CorVel shares in Q3 2025, an estimated $255K.
Ballentine Partners first reported a position in CorVel in Q3 2024 and held it in 4 quarters.
Ballentine Partners's CorVel position peaked at $283K in Q1 2025.
284 funds tracked by Wall St. Rank held CorVel as of Q3 2025.

Based on Ballentine Partners's 13F filing for Q3 2025, filed 3 Nov 2025.