CFO
CRVL icon

Callan Family Office’s CorVel CRVL Stock Holding History

Callan Family Office’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
Q2 		$3.83M Buy
61,305
+38
+0.1% +$2.21K 0.07% 237
2026
Q1 		$3.35M Buy
61,267
+18,114
+42% +$1.04M 0.08% 252
2025
Q4 		$2.92M Sell
43,153
-5,919
-12% -$429K 0.06% 270
2025
Q3 		$3.8M Sell
49,072
-2,380
-5% -$212K 0.12% 176
2025
Q2 		$5.29M Buy
51,452
+47,169
+1,101% +$5.2M 0.17% 141
2025
Q1 		$480K Sell
4,283
-3,670
-46% -$410K 0.04% 334
2024
Q4 		$885K Buy
7,953
+5,331
+203% +$597K 0.06% 275
2024
Q3 		$286K Buy
+2,622
New +$262K 0.05% 144

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Callan Family Office's CRVL Position: Q2 2026 in Review

Callan Family Office increased its CorVel (CRVL) stake by 0.06% in Q2 2026, buying an estimated $2.21K and bringing the position to 61,305 shares worth $3.83M. The position accounts for 0.07% of the portfolio, ranked #237.

Callan Family Office first reported a position in CRVL in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.29M in Q2 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Callan Family Office held 61,305 shares of CorVel worth $3.83M as of Q2 2026.
  • Callan Family Office bought 38 CorVel shares in Q2 2026, an estimated $2.21K.
  • CorVel made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #237 holding.
  • Callan Family Office first reported a position in CorVel in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's CorVel position peaked at $5.29M in Q2 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.