Position in SLQT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,440,952
-$1,493,552 QoQ
Shares Held
2,287,226
+9.9% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. SLQT ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
This page
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,002 | $503,122 |
All Filings in SLQT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,440,952 | 2,287,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,934,504 | 2,081,209 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,992,106 | 1,526,585 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,466,569 | 1,456,542 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,623,154 | 1,384,178 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,736,277 | 1,542,010 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,186,391 | 1,468,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,139,381 | 1,499,776 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,976,834 | 1,488,417 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,873,869 | 1,367,788 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,935,705 | 1,654,449 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,843,747 | 1,458,332 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,136,231 | 1,445,268 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $985,569 | 1,466,621 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,059,135 | 1,450,870 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $12,283 | 4,953 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $14,379 | 5,154 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,191 | 573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,141 | 475 | Shares | Sole | 2021-11-16 | |
| 2021-03-31 | $5,813 | 197 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||