TFC Financial Management’s CorVel CRVL Stock Holding History

TFC Financial 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 Q4	–	Sell	-1	Closed	-$78	–	985
2025 Q3	$78	Sell	1 -2	-67%	-$178	﹤0.01%	929
2025 Q2	$309	Hold	3	–	–	﹤0.01%	734
2025 Q1	$336	Hold	3	–	–	﹤0.01%	697
2024 Q4	$334	Hold	3	–	–	﹤0.01%	712
2024 Q3	$327	Hold	3	–	–	﹤0.01%	714
2024 Q2	$255	Hold	3	–	–	﹤0.01%	713
2024 Q1	$263	Buy	+3	New	+$241	﹤0.01%	700

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TFC Financial Management's CRVL Position: Q4 2025 in Review

TFC Financial Management sold out of CorVel (CRVL) in Q4 2025, closing a stake of 1 share — an estimated $78 sold.

TFC Financial Management first reported a position in CRVL in Q1 2024 and held it in 7 quarters. The position peaked at $336 in Q1 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q4 2025.

TFC Financial Management reported no remaining CorVel position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 1 CorVel share in Q4 2025, an estimated $78.
TFC Financial Management first reported a position in CorVel in Q1 2024 and held it in 7 quarters.
TFC Financial Management's CorVel position peaked at $336 in Q1 2025.
284 funds tracked by Wall St. Rank held CorVel as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.