CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s CorVel CRVL Stock Holding History

CAPTRUST Financial Advisors’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 		$390K Buy
+6,242
New +$364K ﹤0.01% 2367
2024
Q4 		– Sell
-1,992
Closed -$217K – 2317
2024
Q3 		$217K Buy
+1,992
New +$199K ﹤0.01% 2081
2024
Q1 		– Sell
-5,988
Closed -$493K – 2271
2023
Q4 		$493K Buy
5,988
+285
+5% +$20.2K ﹤0.01% 1746
2023
Q3 		$374K Buy
5,703
+120
+2% +$8.28K ﹤0.01% 1844
2023
Q2 		$360K Sell
5,583
-60
-1% -$4.01K ﹤0.01% 1842
2023
Q1 		$358K Sell
5,643
-3
-0.1% -$175 ﹤0.01% 1612
2022
Q4 		$274K Hold
5,646
– – ﹤0.01% 1733
2022
Q3 		$261K Sell
5,646
-30
-0.5% -$1.56K ﹤0.01% 1639
2022
Q2 		$279K Buy
5,676
+6
+0.1% +$309 ﹤0.01% 1465
2022
Q1 		$318K Buy
5,670
+2,523
+80% +$143K ﹤0.01% 1410
2021
Q4 		$218K Buy
3,147
+2,307
+275% +$145K ﹤0.01% 1578
2021
Q3 		$52K Buy
840
+48
+6% +$2.5K ﹤0.01% 2546
2021
Q2 		$35K Sell
792
-30
-4% -$1.19K ﹤0.01% 2731
2021
Q1 		$28K Buy
822
+807
+5,380% +$28.1K ﹤0.01% 2787
2020
Q4 		$1K Buy
+15
New +$466 ﹤0.01% 3239

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's CRVL Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in CorVel (CRVL) in Q2 2026: 6,242 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #2367 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CRVL as recently as Q3 2024.

CAPTRUST Financial Advisors first reported a position in CRVL in Q4 2020 and has held it in 15 quarters since. The position peaked at $493K in Q4 2023. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,242 shares of CorVel worth $390K as of Q2 2026.
  • CorVel was a new CAPTRUST Financial Advisors position in Q2 2026.
  • CorVel made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2367 holding.
  • CAPTRUST Financial Advisors first reported a position in CorVel in Q4 2020 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's CorVel position peaked at $493K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.