Position in SLQT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$53,241
-$5,485 QoQ
Shares Held
84,510
+102.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026LPL Financial LLC holds $174,191,952 across 10 Insurance Brokers names. SLQT ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
420,824 | $72,991,922 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
166,145 | $35,983,684 | |
| 3 | AON |
Aon plc
|
102,111 | $32,959,388 | |
| 4 | BRO |
Brown & Brown, Inc.
|
277,031 | $18,065,191 | |
| 5 | WTW |
Willis Towers Watson PLC
|
37,459 | $10,889,331 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
48,396 | $1,061,808 | |
| 7 | CRVL |
Corvel Corp
|
18,226 | $996,050 | |
| 8 | ERIE |
Erie Indemnity Co
|
3,740 | $939,899 |
All Filings in SLQT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||