UMB Bank’s CorVel CRVL Stock Holding History

UMB Bank’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 Q1	$12.6K	Buy	231 +51	+28%	+$2.94K	﹤0.01%	1772
2025 Q4	$12.2K	Buy	180 +93	+107%	+$6.74K	﹤0.01%	1740
2025 Q3	$6.74K	Sell	87 -16	-16%	-$1.43K	﹤0.01%	1804
2025 Q2	$10.6K	Buy	103 +1	+1%	+$110	﹤0.01%	1584
2025 Q1	$11.4K	Buy	102 +36	+55%	+$4.02K	﹤0.01%	1504
2024 Q4	$7.34K	Hold	66	–	–	﹤0.01%	1577
2024 Q3	$7.19K	Buy	66 +27	+69%	+$2.7K	﹤0.01%	1604
2024 Q2	$3.31K	Buy	39 +27	+225%	+$2.23K	﹤0.01%	1584
2024 Q1	$1.05K	Buy	+12	New	+$965	﹤0.01%	1756

Other funds holding CRVL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

Geode Capital Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return