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Petros Family Wealth’s CorVel CRVL Stock Holding History

Petros Family Wealth’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
-2,288
Closed -$235K – 140
2025
Q2 		$235K Hold
2,288
– – 0.21% 112
2025
Q1 		$256K Buy
2,288
+44
+2% +$4.91K 0.28% 101
2024
Q4 		$250K Buy
+2,244
New +$251K 0.27% 104

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 $5.72T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Petros Family Wealth's CRVL Position: Q3 2025 in Review

Petros Family Wealth sold out of CorVel (CRVL) in Q3 2025, closing a stake of 2,288 shares — an estimated $235K sold.

Petros Family Wealth first reported a position in CRVL in Q4 2024 and held it in 3 quarters. The position peaked at $256K in Q1 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q3 2025.

  • Petros Family Wealth reported no remaining CorVel position as of Q3 2025 after selling out during the quarter.
  • Petros Family Wealth sold 2,288 CorVel shares in Q3 2025, an estimated $235K.
  • Petros Family Wealth first reported a position in CorVel in Q4 2024 and held it in 3 quarters.
  • Petros Family Wealth's CorVel position peaked at $256K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held CorVel as of Q3 2025.

Based on Petros Family Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.