Y-Intercept (HK)’s CorVel CRVL Stock Holding History

Y-Intercept (HK)’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	$1.19M	Buy	+19,004	New	+$1.11M	0.02%	969
2026 Q1	–	Sell	-34,673	Closed	-$2.35M	–	1633
2025 Q4	$2.35M	Buy	34,673 +8,290	+31%	+$600K	0.05%	548
2025 Q3	$2.04M	Buy	26,383 +22,935	+665%	+$2.05M	0.05%	590
2025 Q2	$354K	Buy	+3,448	New	+$380K	0.01%	1312
2025 Q1	–	Sell	-4,757	Closed	-$529K	–	1265
2024 Q4	$529K	Buy	+4,757	New	+$533K	0.04%	693
2022 Q4	–	Sell	-7,731	Closed	-$357K	–	1052
2022 Q3	$357K	Buy	+7,731	New	+$401K	0.04%	645

Other funds holding CRVL

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return