EA
CRVL icon

Ellsworth Advisors’s CorVel CRVL Stock Holding History

Ellsworth 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
2025
Q3 		– Sell
-7,650
Closed -$786K – 171
2025
Q2 		$786K Buy
7,650
+10
+0.1% +$1.1K 0.19% 105
2025
Q1 		$855K Buy
7,640
+371
+5% +$41.4K 0.22% 96
2024
Q4 		$809K Buy
7,269
+249
+4% +$27.9K 0.21% 94
2024
Q3 		$765K Buy
7,020
+183
+3% +$18.3K 0.2% 97
2024
Q2 		$579K Buy
6,837
+384
+6% +$31.7K 0.16% 113
2024
Q1 		$509K Buy
6,453
+360
+6% +$29K 0.15% 117
2023
Q4 		$502K Buy
6,093
+96
+2% +$6.81K 0.16% 108
2023
Q3 		$405K Buy
5,997
+48
+0.8% +$3.31K 0.14% 115
2023
Q2 		$384K Buy
5,949
+171
+3% +$11.4K 0.13% 125
2023
Q1 		$366K Buy
+5,778
New +$338K 0.13% 127

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return