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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies's CRVL Position: Q1 2026 in Review

Jones Financial Companies reduced its CorVel (CRVL) stake by 33% in Q1 2026, selling an estimated $9.1K and leaving 319 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Jones Financial Companies first reported a position in CRVL in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.4K in Q1 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Jones Financial Companies held 319 shares of CorVel worth $17.1K as of Q1 2026.
  • Jones Financial Companies sold 158 CorVel shares in Q1 2026, an estimated $9.1K.
  • CorVel made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3354 holding.
  • Jones Financial Companies first reported a position in CorVel in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's CorVel position peaked at $39.4K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.