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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Callan Family Office's CRVL Position: Q1 2026 in Review

Callan Family Office increased its CorVel (CRVL) stake by 42% in Q1 2026, buying an estimated $1.04M and bringing the position to 61,267 shares worth $3.35M. The position accounts for 0.08% of the portfolio, ranked #252.

Callan Family Office first reported a position in CRVL in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q2 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Callan Family Office held 61,267 shares of CorVel worth $3.35M as of Q1 2026.
Callan Family Office bought 18,114 CorVel shares in Q1 2026, an estimated $1.04M.
CorVel made up 0.08% of Callan Family Office's portfolio in Q1 2026, its #252 holding.
Callan Family Office first reported a position in CorVel in Q3 2024 and has held it in 7 quarters since.
Callan Family Office's CorVel position peaked at $5.29M in Q2 2025.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.