Position in SLQT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$83,805
+$30,564 QoQ
Shares Held
99,650
+17.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 156 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $170,289,143 across 12 Insurance Brokers names. SLQT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
|
18,576 | $1,161,371 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
24,505 | $925,308 | |
| 8 | ERIE |
Erie Indemnity Co
|
3,559 | $853,270 |
All Filings in SLQT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,805 | 99,650 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,241 | 84,510 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,726 | 41,650 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $101,381 | 51,725 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $126,497 | 53,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $134,101 | 40,150 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $149,358 | 40,150 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $87,125 | 40,150 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $111,090 | 40,250 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $80,200 | 40,100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,949 | 40,109 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $46,917 | 40,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $58,938 | 30,225 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $22,188 | 10,225 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||