CorVel Ownership | Who Owns CorVel?

CorVel Ownership Summary

CorVel is owned by 52.93% institutional investors, 46.43% insiders, and 0.63% retail investors. West coast financial is the largest institutional shareholder, holding 0.53% of CRVL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.42% of its assets in CorVel shares.

CRVL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CorVel	52.93%	46.43%	0.63%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Insurance Brokers Stocks	42.19%	14.60%	43.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
West coast financial	90.53K	0.53%	$10.07M
Linden thomas advisory services	8.32K	0.05%	$925.79K
Ellsworth advisors	7.27K	0.04%	$808.75K
Everence capital management	6.99K	0.04%	$778.00K
Curated wealth partners	6.39K	0.04%	$710.95K
Tealwood asset management	6.38K	0.04%	$710.00K
Spire wealth management	5.10K	0.03%	$567.76K
Wealth enhancement advisory services	4.89K	0.03%	$1.60M
Apollon wealth management	4.77K	0.03%	$530.71K
Contravisory investment management	4.25K	0.02%	$472.97K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
West coast financial	90.53K	1.11%	$10.07M
Tealwood asset management	6.38K	0.29%	$710.00K
Ellsworth advisors	7.27K	0.21%	$808.75K
Linden thomas advisory services	8.32K	0.12%	$925.79K
Contravisory investment management	4.25K	0.10%	$472.97K
Curated wealth partners	6.39K	0.08%	$710.95K
Everence capital management	6.99K	0.05%	$778.00K
Inspire investing	3.57K	0.04%	$397.20K
Eagle bay advisors	540.00	0.04%	$60.08K
Northcrest asset manangement	2.75K	0.03%	$897.31K

Top Buyers

Holder	Shares	% Assets	Change
West coast financial	90.53K	1.11%	60.49K
Tealwood asset management	6.38K	0.29%	6.38K
Linden thomas advisory services	8.32K	0.12%	6.04K
Ellsworth advisors	7.27K	0.21%	4.93K
Everence capital management	6.99K	0.05%	4.60K

Top Sellers

Holder	Shares	% Assets	Change
Assenagon asset management	-	-	-46.45K
Crossmark global	-	-	-912.00
Reuter james wealth management	-	-	-63.00
Mendota financial group	-	-	-1.00
Wealth enhancement advisory services	4.89K	0.00%	-

New Positions

Holder	Shares	% Assets	Change	Value
Tealwood asset management	6.38K	0.29%	6.38K	$710.00K
Trust point	1.81K	0.01%	1.81K	$201.27K
Skopos labs	96.00	0.00%	96.00	$10.68K

Sold Out

Holder	Change
Mendota financial group	-1.00
Reuter james wealth management	-63.00
Crossmark global	-912.00
Assenagon asset management	-46.45K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	246	10.31%	9,068,743	-0.39%	52	1.87%	122	14.02%	80	5.26%
Jun 30, 2024	223	6.19%	9,103,878	1.18%	53	1.92%	107	10.31%	76	-2.56%
Mar 31, 2024	210	7.14%	8,997,879	-0.36%	52	1.89%	97	27.63%	78	-10.34%
Dec 31, 2023	196	-2.97%	9,030,789	0.10%	52	1.90%	76	-14.61%	87	20.83%
Sep 30, 2023	202	2.02%	9,022,144	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	1.76M	3.42%	804.00
T. Rowe Price Integrated US SmCapGrEq	945.80K	1.84%	472.90K
Vanguard Total Stock Mkt Idx Inv	891.80K	1.74%	1.09K
Vanguard Small Cap Index	719.55K	1.40%	6.96K
iShares Russell 2000 ETF	707.91K	1.38%	-2.73K
Neuberger Berman Genesis Inv	552.41K	1.08%	-
T. Rowe Price Integrated US Sm Gr Eq	472.90K	0.92%	-
Vanguard Institutional Extnd Mkt Idx Tr	410.17K	0.80%	1.51K
Vanguard Small Cap Growth Index Inv	408.39K	0.79%	16.44K
Virtus KAR Small-Cap Core I	371.68K	0.72%	-

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 22, 2024	CLEMONS V GORDON	Chairman of the Board	Sell	$2.64M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	13
2024 Q3	-	36
2024 Q2	-	4
2024 Q1	-	18
2023 Q4	-	4

CRVL Ownership FAQ

Who Owns CorVel?

CorVel shareholders are primarily institutional investors at 52.93%, followed by 46.43% insiders and 0.64% retail investors. The average institutional ownership in CorVel's industry, Insurance Brokers Stocks, is 42.19%, which CorVel exceeds.

Who owns the most shares of CorVel?

CorVel’s largest shareholders are West coast financial (90.53K shares, 0.53%), Linden thomas advisory services (8.32K shares, 0.05%), and Ellsworth advisors (7.27K shares, 0.04%). Together, they hold 0.62% of CorVel’s total shares outstanding.

Does Blackrock own CorVel?

BlackRock is not among the top 10 institutional shareholders of CorVel.

Who is CorVel’s biggest shareholder by percentage of total assets invested?

West coast financial is CorVel’s biggest shareholder by percentage of total assets invested, with 1.11% of its assets in 90.53K CorVel shares, valued at 10.07M$.

Who is the top mutual fund holder of CorVel shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of CorVel shares, with 3.42% of its total shares outstanding invested in 1.76M CorVel shares.

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