Position in SLQT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$69,480
-$53,446 QoQ
Shares Held
110,287
+26.5% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. SLQT ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,815 | $23,383,661 | |
| 2 | AON |
Aon plc
|
29,527 | $9,530,725 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
26,731 | $5,789,399 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
114,948 | $2,521,959 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,195 | $1,510,186 | |
| 6 | BRO |
Brown & Brown, Inc.
|
8,239 | $537,265 | |
| 7 | CRVL |
Corvel Corp
|
6,942 | $379,380 | |
| 8 | ERIE |
Erie Indemnity Co
|
399 | $100,272 |
All Filings in SLQT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,480 | 110,287 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $122,926 | 87,182 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $224,237 | 114,407 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $281,025 | 118,078 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $257,924 | 77,223 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $285,896 | 76,854 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $846,612 | 390,144 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,072,828 | 388,706 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $777,290 | 388,645 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $429,677 | 313,633 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $366,950 | 313,633 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $611,176 | 313,424 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $680,130 | 313,424 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $210,620 | 313,424 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $228,799 | 313,424 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $777,291 | 313,424 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $874,452 | 313,424 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,841,641 | 313,647 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,028,288 | 157,232 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $4,639,916 | 157,232 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,262,564 | 157,232 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,183,948 | 157,232 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,982,686 | 157,232 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $0 | 157,232 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||