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Equibles

CreativeOne Wealth, LLC

Position in SLQT — SelectQuote, Inc.

CIK 1739728 OVERLAND PARK, KS
Back to SLQT Full portfolio

Position in SLQT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$52,738
+$25,221 QoQ
Shares Held
62,709
+43.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 156 holders
Holding Since
Mar 2021
21 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, 2026

CreativeOne Wealth, LLC holds $1,593,766 across 5 Insurance Brokers names. SLQT ranks #5 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 4,033 $672,179
2 AON
Aon plc
 1,099 $364,526
3 BRO
Brown & Brown, Inc.
 4,351 $279,116
4 AJG
Arthur J. Gallagher & Co.
 981 $225,207
5 SLQT
SelectQuote, Inc.
This page 		62,709 $52,738

All Filings in SLQT

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52,738 62,709
2026-03-31 $27,517 43,678
2025-12-31 $61,585 43,678
2025-09-30 $85,608 43,678
2025-06-30 $175,353 73,678
2025-03-31 $246,084 73,678
2024-12-31 $274,082 73,678
2024-09-30 $219,241 101,033
2024-06-30 $278,851 101,033
2024-03-31 $202,066 101,033
2023-12-31 $139,956 102,158
2023-09-30 $89,104 76,158
2023-06-30 $50 20,138
2023-03-31 $42,668 19,663
2022-12-31 $13,213 19,663
2022-09-30 $15,109 20,698
2022-06-30 $49,942 20,138
2022-03-31 $51,107 18,318
2021-12-31 $128,878 14,225
2021-09-30 $191,364 14,800
2021-03-31 $213,091 7,221