Position in SLQT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,559
-$22,962 QoQ
Shares Held
145,731
-36.9% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
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, 2026UBS Group AG holds $1,489,678,673 across 22 Insurance Brokers names. SLQT ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,201,085 | $83,112,967 | |
| 6 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 8 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 |
All Filings in SLQT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,559 | 145,731 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $145,521 | 230,986 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $307,064 | 217,777 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $183,009 | 93,372 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $641,593 | 269,577 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $521,180 | 156,042 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $337,768 | 90,798 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $228,661 | 105,374 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $141,107 | 51,126 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $384,436 | 192,218 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $183,171 | 133,702 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $97,682 | 83,489 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $180,710 | 92,672 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $119,483 | 55,062 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $39,268 | 58,436 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $9,971 | 13,660 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,800 | 10,000 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $37,944 | 13,600 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $125,834 | 13,889 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $146,017 | 11,293 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,665 | 398 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,049,316 | 35,558 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $77,023 | 3,712 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,087 | 350 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,865 | 350 | Shares | Defined | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||