Position in SLQT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$53,255
+$25,934 QoQ
Shares Held
63,324
+46.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 156 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Tower Research Capital LLC (TRC) holds $5,020,431 across 18 Insurance Brokers names. SLQT ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,675 | $1,279,192 | |
| 2 | AON |
Aon plc
|
3,783 | $1,254,782 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,111 | $714,191 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,044 | $534,239 | |
| 5 | BRO |
Brown & Brown, Inc.
|
5,747 | $368,669 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
7,723 | $291,619 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
4,086 | $108,605 | |
| 8 | ERIE |
Erie Indemnity Co
|
353 | $84,631 |
All Filings in SLQT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,255 | 63,324 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $27,321 | 43,368 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,333 | 8,747 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,118 | 8,224 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,428 | 16,987 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $17,564 | 5,259 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $15,025 | 4,039 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,729 | 6,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $64,266 | 23,285 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,602 | 5,301 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $17,737 | 12,947 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,710 | 4,881 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $19,277 | 9,886 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,324 | 7,385 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,632 | 13,721 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $6,213 | 8,512 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $21,652 | 8,731 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $12,425 | 4,454 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $33,186 | 3,663 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $129,868 | 10,044 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $354,017 | 18,381 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $638,182 | 21,626 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $49,135 | 2,368 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $123,261 | 6,087 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $57,093 | 2,254 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||