IFP Advisors
CRVL icon

IFP Advisors’s CorVel CRVL Stock Holding History

IFP 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
Q3 		$33.9K Sell
455
-518
-53% -$34.3K ﹤0.01% 2638
2026
Q2 		$60.8K Buy
973
+395
+68% +$23K ﹤0.01% 2278
2026
Q1 		$31.6K Sell
578
-40
-6% -$2.3K ﹤0.01% 2517
2025
Q4 		$41.8K Sell
618
-3
-0.5% -$217 ﹤0.01% 2293
2025
Q3 		$48.1K Buy
621
+10
+2% +$892 ﹤0.01% 2093
2025
Q2 		$64.6K Sell
611
-8
-1% -$882 ﹤0.01% 1904
2025
Q1 		$69.3K Hold
619
– – ﹤0.01% 1728
2024
Q4 		$68.9K Buy
619
+1
+0.2% +$112 ﹤0.01% 1669
2024
Q3 		$67.3K Buy
+618
New +$61.8K ﹤0.01% 1587
2023
Q1 		– Sell
-834
Closed -$15K – 3575
2022
Q4 		$15K Sell
834
-9
-1% -$448 ﹤0.01% 3100
2022
Q3 		$18K Hold
843
– – ﹤0.01% 3173
2022
Q2 		$18K Hold
843
– – ﹤0.01% 2929
2022
Q1 		$18K Buy
+843
New +$47.9K ﹤0.01% 2928

Other funds holding CRVL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Owls Nest Partners IA
Owls Nest Partners IA Chadds Ford, Pennsylvania $268M AUM 23.43% 1-Year Est. Return

IFP Advisors's CRVL Position: Q3 2026 in Review

IFP Advisors reduced its CorVel (CRVL) stake by 53% in Q3 2026, selling an estimated $34.3K and leaving 455 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

IFP Advisors first reported a position in CRVL in Q1 2022 and has held it in 13 quarters since. The position peaked at $69.3K in Q1 2025. 240 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

  • IFP Advisors held 455 shares of CorVel worth $33.9K as of Q3 2026.
  • IFP Advisors sold 518 CorVel shares in Q3 2026, an estimated $34.3K.
  • CorVel made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2638 holding.
  • IFP Advisors first reported a position in CorVel in Q1 2022 and has held it in 13 quarters since.
  • IFP Advisors's CorVel position peaked at $69.3K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.