KWM
CRVL icon

Kolinsky Wealth Management’s CorVel CRVL Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$579K Hold
5,205
– – 0.35% 58
2024
Q3 		$567K Hold
5,205
– – 0.37% 57
2024
Q2 		$441K Buy
5,205
+3
+0.1% +$248 0.32% 68
2024
Q1 		$456K Sell
5,202
-42
-0.8% -$3.38K 0.35% 67
2023
Q4 		$432K Sell
5,244
-21
-0.4% -$1.49K 0.38% 64
2023
Q3 		$345K Buy
5,265
+54
+1% +$3.72K 0.34% 70
2023
Q2 		$338K Buy
5,211
+339
+7% +$22.7K 0.32% 77
2023
Q1 		$309K Buy
4,872
+12
+0.2% +$701 0.33% 73
2022
Q4 		$235K Buy
4,860
+54
+1% +$2.69K 0.27% 105
2022
Q3 		$222K Buy
4,806
+21
+0.4% +$1.09K 0.28% 102
2022
Q2 		$235K Hold
4,785
– – 0.28% 99
2022
Q1 		$269K Buy
+4,785
New +$272K 0.26% 98

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return