Position in SLQT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,979,946
+$538,994 QoQ
Shares Held
2,354,276
+2.9% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 156 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Derivatives in SLQT
reported options exposure · as of Jun 30, 2026CallValue
$2,523
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $73,034,501 across 11 Insurance Brokers names. SLQT ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
416,244 | $26,702,052 | |
| 2 | AON |
Aon plc
|
68,638 | $22,766,538 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
68,177 | $11,363,060 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
22,868 | $5,249,806 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
53,226 | $2,009,813 | |
| 6 | SLQT |
SelectQuote, Inc.
This page
|
2,354,276 | $1,979,946 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
49,618 | $1,318,846 | |
| 8 | WTW |
Willis Towers Watson PLC
|
2,469 | $645,322 |
All Filings in SLQT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,946 | 2,354,276 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $2,523 | 3,000 | Call | Sole | 2026-08-13 | |
| 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. | ||||||