Position in SLQT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$236,729
-$305,984 QoQ
Shares Held
375,764
-2.4% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $2,298,132,760 across 14 Insurance Brokers names. SLQT ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,321,092 | $1,071,982,061 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,254,021 | $564,409,933 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,287,455 | $278,836,995 | |
| 4 | WTW |
Willis Towers Watson PLC
|
505,357 | $146,907,271 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,391,069 | $90,711,604 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,918,087 | $85,962,823 | |
| 7 | ERIE |
Erie Indemnity Co
|
164,581 | $41,360,845 | |
| 8 | CRVL |
Corvel Corp
|
184,425 | $10,078,821 |
All Filings in SLQT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,729 | 375,764 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $542,713 | 384,904 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $750,835 | 383,080 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $906,224 | 380,767 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,304,236 | 390,490 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,364,298 | 366,747 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $791,107 | 364,566 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,305,062 | 472,849 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $828,736 | 414,368 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $620,746 | 453,100 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $530,126 | 453,100 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $876,780 | 449,631 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $962,212 | 443,416 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $297,469 | 442,663 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $814,177 | 1,115,312 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,747,317 | 1,107,790 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,289,302 | 1,178,962 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $20,160,708 | 2,225,244 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $117,170,325 | 9,061,897 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $149,737,965 | 7,774,557 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $230,959,156 | 7,826,471 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $1,875,918 | 92,638 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||