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Global Financial Private Client’s CorVel CRVL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$672 – 529
2025
Q1 		$672 Buy
6
+3
+100% +$335 ﹤0.01% 1183
2024
Q4 		$334 Buy
+3
New +$336 ﹤0.01% 1077

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Financial Private Client's CRVL Position: Q2 2025 in Review

Global Financial Private Client sold out of CorVel (CRVL) in Q2 2025, closing a stake of 6 shares — an estimated $672 sold.

Global Financial Private Client first reported a position in CRVL in Q4 2024 and held it in 2 quarters. The position peaked at $672 in Q1 2025. 296 funds tracked by Wall St. Rank hold CRVL as of Q2 2025.

  • Global Financial Private Client reported no remaining CorVel position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 CorVel shares in Q2 2025, an estimated $672.
  • Global Financial Private Client first reported a position in CorVel in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's CorVel position peaked at $672 in Q1 2025.
  • 296 funds tracked by Wall St. Rank held CorVel as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.