CorVel Ownership | Who Owns CorVel?
CorVel Ownership Summary
CorVel is owned by 52.89% institutional investors, 46.43% insiders, and 0.68% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 11.25% of CRVL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.43% of its assets in CorVel shares.
CRVL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CorVel | 52.89% | 46.43% | 0.68% |
| Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
| Industry | Insurance Brokers Stocks | 46.62% | 13.67% | 39.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 1.93M | 11.25% | $489.63M |
| Blackrock | 1.47M | 8.60% | $374.24M |
| Vanguard group | 1.09M | 6.36% | $276.63M |
| Renaissance | 668.91K | 3.91% | $170.08M |
| Dimensional fund advisors lp | 556.41K | 3.25% | $141.48M |
| State street | 357.11K | 2.09% | $90.80M |
| Neuberger berman group | 278.55K | 1.63% | $70.83M |
| Geode capital management | 244.30K | 1.43% | $62.13M |
| Boston trust walden | 242.54K | 1.42% | $61.67M |
| Price t rowe associates inc /md/ | 220.69K | 1.29% | $56.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 1.93M | 1.20% | $489.63M |
| West coast financial | 29.93K | 0.90% | $7.61M |
| Chatham capital group | 19.63K | 0.87% | $4.99M |
| Boston trust walden | 242.54K | 0.46% | $61.67M |
| Kolinsky wealth management | 1.74K | 0.32% | $441.16K |
| Renaissance | 668.91K | 0.29% | $170.08M |
| Algert global | 32.45K | 0.27% | $8.25M |
| Granahan investment management | 26.72K | 0.27% | $6.79M |
| Lyell wealth management, lp | 8.96K | 0.22% | $2.28M |
| Skyview investment advisors | 4.28K | 0.19% | $1.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 94.84K | 0.00% | 94.84K |
| Assenagon asset management | 115.88K | 0.07% | 34.16K |
| Kayne anderson rudnick investment management | 1.93M | 1.20% | 21.67K |
| Blackrock | 1.47M | 0.01% | 18.85K |
| Ubs asset management americas | 29.02K | 0.00% | 15.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 112.02K | 0.00% | -36.72K |
| Boston trust walden | 242.54K | 0.46% | -36.16K |
| Vanguard group | 1.09M | 0.01% | -26.60K |
| Dimensional fund advisors lp | 556.41K | 0.04% | -16.73K |
| Hillsdale investment management | - | - | -13.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 94.84K | 0.00% | 94.84K | $24.12M |
| State of new jersey common pension fund d | 7.62K | 0.01% | 7.62K | $1.94M |
| Corebridge financial | 5.15K | 0.01% | 5.15K | $1.31M |
| Mirae asset global etfs | 4.47K | 0.00% | 4.47K | $1.14M |
| Atria investments | 3.90K | 0.01% | 3.90K | $991.40K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Itau unibanco | -6.00 |
| Quarry lp | -8.00 |
| Innealta capital | -11.00 |
| Wetzel investment advisors | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 244 | 9.91% | 9,061,544 | -0.45% | 52 | 1.87% | 121 | 13.08% | 80 | 5.26% |
| Jun 30, 2024 | 220 | 5.26% | 9,099,691 | 1.15% | 53 | 1.92% | 106 | 10.42% | 76 | -2.56% |
| Mar 31, 2024 | 209 | 7.18% | 8,996,179 | -0.37% | 52 | 1.89% | 96 | 26.32% | 78 | -10.34% |
| Dec 31, 2023 | 195 | -2.99% | 9,029,589 | 0.10% | 52 | 1.90% | 76 | -14.61% | 87 | 20.83% |
| Sep 30, 2023 | 201 | 2.03% | 9,020,944 | 1.42% | 52 | 1.96% | 89 | 15.58% | 72 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 587.56K | 3.43% | 270.00 |
| Virtus KAR Small-Cap Core I | 371.68K | 2.17% | 17.20K |
| Vanguard Total Stock Mkt Idx Inv | 298.14K | 1.74% | -1.89K |
| iShares Russell 2000 ETF | 245.80K | 1.44% | -518.00 |
| Vanguard Small Cap Index | 236.18K | 1.38% | 450.00 |
| Neuberger Berman Genesis Inv | 184.14K | 1.07% | -932.00 |
| DFA US Micro Cap I | 158.16K | 0.92% | - |
| T. Rowe Price Integrated US Sm Gr Eq | 157.63K | 0.92% | -4.04K |
| T. Rowe Price Integrated US SmCapGrEq | 157.63K | 0.92% | -6.82K |
| Vanguard Institutional Extnd Mkt Idx Tr | 135.89K | 0.79% | -831.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2024 | Bertels Mark E. | EVP - Risk Management Services | Sell | $125.07K |
| Dec 02, 2024 | CLEMONS V GORDON | Chairman of the Board | Sell | $2.19M |
| Nov 29, 2024 | CLEMONS V GORDON | Chairman of the Board | Sell | $735.00K |
| Nov 25, 2024 | CLEMONS V GORDON | Chairman of the Board | Sell | $750.01K |
| Nov 26, 2024 | CLEMONS V GORDON | Chairman of the Board | Sell | $736.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 36 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 18 |
| 2023 Q4 | - | 4 |
CRVL Ownership FAQ
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