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Transamerica Financial Advisors’s CorVel CRVL Stock Holding History

Transamerica 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
2026
Q2 		$250 Buy
+4
New +$233 ﹤0.01% 1835
2025
Q4 		– Sell
-6
Closed -$465 – 1850
2025
Q3 		$465 Buy
+6
New +$535 ﹤0.01% 1315

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Transamerica Financial Advisors's CRVL Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in CorVel (CRVL) in Q2 2026: 4 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in CRVL as recently as Q3 2025.

Transamerica Financial Advisors first reported a position in CRVL in Q3 2025 and has held it in 2 quarters since. The position peaked at $465 in Q3 2025. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Transamerica Financial Advisors held 4 shares of CorVel worth $250 as of Q2 2026.
  • CorVel was a new Transamerica Financial Advisors position in Q2 2026.
  • CorVel made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1835 holding.
  • Transamerica Financial Advisors first reported a position in CorVel in Q3 2025 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's CorVel position peaked at $465 in Q3 2025.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.