Corient Private Wealth LLC

Position in SLQT — SelectQuote, Inc.

CIK 1948780 MIAMI, FL

Position in SLQT

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$73,346

+$22,316 QoQ

Shares Held

87,213

+7.7% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#68

of 156 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $115,147,161 across 14 Insurance Brokers names. SLQT ranks #13 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	304,876	$50,813,682
2	AON	Aon plc	73,158	$24,265,776
3	AJG	Arthur J. Gallagher & Co.	96,002	$22,039,178
4	RYAN	Ryan Specialty Holdings, Inc.	129,094	$4,874,589
5	CRVL	Corvel Corp	50,913	$3,183,080
6	GSHD	Goosehead Insurance, Inc.	56,935	$2,761,347
7	BRO	Brown & Brown, Inc.	40,150	$2,575,622
8	WTW	Willis Towers Watson PLC	7,845	$2,050,447

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,346	87,213	+7.7%	Shares	Sole	2026-08-27
2026-03-31	$51,030	81,000	+11.0%	Shares	Sole	2026-05-15
2025-06-30	$173,616	72,948	0.0%	Shares	Sole	2025-09-26
2025-03-31	$243,646	72,948	-36.4%	Shares	Sole	2025-05-14
2024-12-31	$426,490	114,648	-3.2%	Shares	Sole	2025-02-10
2024-09-30	$256,912	118,393	+1.1%	Shares	Sole	2024-11-12
2024-06-30	$323,149	117,083	+19.5%	Shares	Sole	2024-08-13
2024-03-31	$196,000	98,000	0.0%	Shares	Sole	2024-05-09
2023-12-31	$134,260	98,000	+38.5%	Shares	Sole	2024-02-09
2023-09-30	$82,804	70,773	0.0%	Shares	Sole	2023-11-03
2023-06-30	$138,007	70,773	0.0%	Shares	Other	2023-08-10
2023-03-31	$153,577	70,773	+0.2%	Shares	Other	2023-05-15
2022-12-31	$47,465	70,633	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.