Jones Financial Companies
CRVL icon

Jones Financial Companies’s CorVel CRVL Stock Holding History

Jones Financial Companies’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 		$23.9K Buy
379
+60
+19% +$3.5K ﹤0.01% 3432
2026
Q1 		$17.1K Sell
319
-158
-33% -$9.1K ﹤0.01% 3354
2025
Q4 		$32.3K Buy
477
+135
+39% +$9.78K ﹤0.01% 2727
2025
Q3 		$26.9K Hold
342
– – ﹤0.01% 2648
2025
Q2 		$35.4K Sell
342
-12
-3% -$1.32K ﹤0.01% 2359
2025
Q1 		$39.4K Buy
354
+21
+6% +$2.34K ﹤0.01% 2154
2024
Q4 		$37K Buy
+333
New +$37.3K ﹤0.01% 1997

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 $3.38T AUM 44.17% 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

Jones Financial Companies's CRVL Position: Q2 2026 in Review

Jones Financial Companies increased its CorVel (CRVL) stake by 19% in Q2 2026, buying an estimated $3.5K and bringing the position to 379 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Jones Financial Companies first reported a position in CRVL in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.4K in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Jones Financial Companies held 379 shares of CorVel worth $23.9K as of Q2 2026.
  • Jones Financial Companies bought 60 CorVel shares in Q2 2026, an estimated $3.5K.
  • CorVel made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3432 holding.
  • Jones Financial Companies first reported a position in CorVel in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's CorVel position peaked at $39.4K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.