Klingman & Associates’s CorVel CRVL Stock Holding History

Klingman & Associates’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	-2,793	Closed	-$287K	–	322
2025 Q2	$287K	Buy	+2,793	New	+$308K	0.02%	251

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Klingman & Associates's CRVL Position: Q3 2025 in Review

Klingman & Associates sold out of CorVel (CRVL) in Q3 2025, closing a stake of 2,793 shares — an estimated $287K sold.

Klingman & Associates first reported a position in CRVL in Q2 2025 and held it in 1 quarter. The position peaked at $287K in Q2 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q3 2025.

Klingman & Associates reported no remaining CorVel position as of Q3 2025 after selling out during the quarter.
Klingman & Associates sold 2,793 CorVel shares in Q3 2025, an estimated $287K.
Klingman & Associates first reported a position in CorVel in Q2 2025 and held it in 1 quarter.
Klingman & Associates's CorVel position peaked at $287K in Q2 2025.
284 funds tracked by Wall St. Rank held CorVel as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.