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LGT Financial Advisors’s CorVel CRVL Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-255
Closed -$28.4K – 399
2024
Q4 		$28.4K Hold
255
– – 0.06% 235
2024
Q3 		$27.8K Hold
255
– – 0.07% 208
2024
Q2 		$21.6K Hold
255
– – 0.05% 289
2024
Q1 		$22.4K Hold
255
– – 0.03% 342
2023
Q4 		$21K Hold
255
– – 0.03% 342
2023
Q3 		$16.7K Buy
+255
New +$17.6K 0.02% 385

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGT Financial Advisors's CRVL Position: Q1 2025 in Review

LGT Financial Advisors sold out of CorVel (CRVL) in Q1 2025, closing a stake of 255 shares — an estimated $28.4K sold.

LGT Financial Advisors first reported a position in CRVL in Q3 2023 and held it in 6 quarters. The position peaked at $28.4K in Q4 2024. 277 funds tracked by Wall St. Rank hold CRVL as of Q1 2025.

  • LGT Financial Advisors reported no remaining CorVel position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 255 CorVel shares in Q1 2025, an estimated $28.4K.
  • LGT Financial Advisors first reported a position in CorVel in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's CorVel position peaked at $28.4K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held CorVel as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.