Position in SLQT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$887,675
+$222,710 QoQ
Shares Held
1,055,500
0.0% QoQ
Ownership
0.599%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1
of 23 holders
Holding Since
Jun 2022
17 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, 2026TriaGen Wealth Management LLC holds $887,675 across 1 Insurance Brokers name. SLQT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLQT |
SelectQuote, Inc.
This page
|
1,055,500 | $887,675 |
All Filings in SLQT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,675 | 1,055,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $664,965 | 1,055,500 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,488,255 | 1,055,500 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,068,780 | 1,055,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,512,090 | 1,055,500 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $118,570 | 35,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $150,660 | 40,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $87,885 | 40,500 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $99,912 | 36,200 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $101,000 | 50,500 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $55,485 | 40,500 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $23,985 | 20,500 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $20,475 | 10,500 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $22,785 | 10,500 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,056 | 10,500 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,665 | 10,500 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $26,040 | 10,500 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||