WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SLQT — SelectQuote, Inc.
CIK 1632972
PLYMOUTH, MN
Position in SLQT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$36,834
+$23,604 QoQ
Shares Held
43,799
+108.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 156 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,026,645 across 13 Insurance Brokers names. SLQT ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
96,143 | $16,024,153 | |
| 2 | AON |
Aon plc
|
46,437 | $15,402,688 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
49,438 | $11,349,481 | |
| 4 | BRO |
Brown & Brown, Inc.
|
41,422 | $2,657,221 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
94,048 | $2,499,795 | |
| 6 | CRVL |
Corvel Corp
|
22,199 | $1,387,881 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,132 | $1,079,980 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,214 | $530,806 |
All Filings in SLQT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,834 | 43,799 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,230 | 21,000 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $31,262 | 15,950 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $68,144 | 28,632 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||