Root Financial Partners
CRVL icon

Root Financial Partners’s CorVel CRVL Stock Holding History

Root Financial Partners’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
2026
Q3 		$24.7K Buy
+331
New +$21.9K ﹤0.01% 1445
2026
Q2 		– Sell
-14
Closed -$765 – 1029
2026
Q1 		$765 Sell
14
-12
-46% -$691 ﹤0.01% 2703
2025
Q4 		$1.76K Sell
26
-60
-70% -$4.35K ﹤0.01% 2009
2025
Q3 		$6.66K Buy
+86
New +$7.67K ﹤0.01% 1611

Other funds holding CRVL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Owls Nest Partners IA
Owls Nest Partners IA Chadds Ford, Pennsylvania $268M AUM 23.43% 1-Year Est. Return

Root Financial Partners's CRVL Position: Q3 2026 in Review

Root Financial Partners opened a new position in CorVel (CRVL) in Q3 2026: 331 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRVL as recently as Q1 2026.

Root Financial Partners first reported a position in CRVL in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

  • Root Financial Partners held 331 shares of CorVel worth $24.7K as of Q3 2026.
  • CorVel was a new Root Financial Partners position in Q3 2026.
  • CorVel made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1445 holding.
  • Root Financial Partners first reported a position in CorVel in Q3 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.