Position in SLQT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$624,059
+$251,358 QoQ
Shares Held
742,044
+25.4% QoQ
Ownership
0.420%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 156 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Creative Planning holds $114,334,864 across 13 Insurance Brokers names. SLQT ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
145,662 | $5,500,196 | |
| 8 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 |
All Filings in SLQT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,059 | 742,044 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $372,701 | 591,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,867 | 170,119 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $416,280 | 212,388 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $289,400 | 121,597 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $374,390 | 112,093 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $408,054 | 109,692 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $217,041 | 100,019 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $259,078 | 93,869 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $168,780 | 84,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $66,829 | 48,781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $57,073 | 48,781 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $95,122 | 48,781 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $132,862 | 61,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $142,756 | 212,436 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $32,895 | 45,063 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $113,006 | 45,567 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $126,593 | 45,374 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $290,363 | 32,049 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $703,133 | 54,380 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $897,130 | 46,580 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,316,293 | 44,605 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $629,140 | 30,320 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||