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Robertson Stephens Wealth Management’s CorVel CRVL Stock Holding History

Robertson Stephens 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
2025
Q1 		– Sell
-2,463
Closed -$274K – 559
2024
Q4 		$274K Sell
2,463
-510
-17% -$57.1K 0.01% 484
2024
Q3 		$324K Hold
2,973
– – 0.01% 511
2024
Q2 		$252K Hold
2,973
– – 0.01% 444
2024
Q1 		$261K Buy
+2,973
New +$239K 0.01% 443

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

Robertson Stephens Wealth Management's CRVL Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of CorVel (CRVL) in Q1 2025, closing a stake of 2,463 shares — an estimated $274K sold.

Robertson Stephens Wealth Management first reported a position in CRVL in Q1 2024 and held it in 4 quarters. The position peaked at $324K in Q3 2024. 277 funds tracked by Wall St. Rank hold CRVL as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining CorVel position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,463 CorVel shares in Q1 2025, an estimated $274K.
  • Robertson Stephens Wealth Management first reported a position in CorVel in Q1 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's CorVel position peaked at $324K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held CorVel as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.