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West Coast Financial’s CorVel CRVL Stock Holding History

West Coast Financial’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
Q2 		– Sell
-44,512
Closed -$4.98M – 31
2025
Q1 		$4.98M Sell
44,512
-46,022
-51% -$5.14M 0.57% 39
2024
Q4 		$10.1M Buy
90,534
+408
+0.5% +$45.7K 1.11% 24
2024
Q3 		$9.82M Buy
90,126
+339
+0.4% +$33.9K 1.08% 25
2024
Q2 		$7.61M Buy
89,787
+1,074
+1% +$88.7K 0.9% 37
2024
Q1 		$7.78M Buy
88,713
+1,119
+1% +$90K 0.94% 36
2023
Q4 		$7.22M Buy
87,594
+43,545
+99% +$3.09M 0.95% 37
2023
Q3 		$2.89M Buy
44,049
+1,389
+3% +$95.8K 0.43% 62
2023
Q2 		$2.75M Buy
42,660
+1,125
+3% +$75.3K 0.39% 66
2023
Q1 		$2.63M Buy
+41,535
New +$2.43M 0.4% 63

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Coast Financial's CRVL Position: Q2 2025 in Review

West Coast Financial sold out of CorVel (CRVL) in Q2 2025, closing a stake of 44,512 shares — an estimated $4.98M sold.

West Coast Financial first reported a position in CRVL in Q1 2023 and held it in 9 quarters. The position peaked at $10.1M in Q4 2024. 296 funds tracked by Wall St. Rank hold CRVL as of Q2 2025.

  • West Coast Financial reported no remaining CorVel position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 44,512 CorVel shares in Q2 2025, an estimated $4.98M.
  • West Coast Financial first reported a position in CorVel in Q1 2023 and held it in 9 quarters.
  • West Coast Financial's CorVel position peaked at $10.1M in Q4 2024.
  • 296 funds tracked by Wall St. Rank held CorVel as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.