Position in SLQT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$494,296
-$1,117,934 QoQ
Shares Held
784,600
-31.4% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $7,490,800,797 across 15 Insurance Brokers names. SLQT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
19,568,047 | $4,238,047,608 | |
| 2 | AON |
Aon plc
|
5,641,431 | $1,820,941,088 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,093,392 | $1,056,898,832 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,137,024 | $204,565,329 | |
| 5 | WTW |
Willis Towers Watson PLC
|
271,647 | $78,967,775 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
1,481,103 | $35,827,881 | |
| 7 | ARX |
Accelerant Holdings
|
2,020,368 | $26,992,115 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
424,138 | $9,305,585 |
All Filings in SLQT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,296 | 784,600 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,612,230 | 1,143,427 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,647,080 | 840,348 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $3,278,084 | 1,377,347 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,296,093 | 1,286,256 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,666,435 | 716,784 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $932,352 | 429,656 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $866,061 | 313,791 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $778,544 | 389,272 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $372,562 | 271,944 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $179,374 | 153,312 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $354,421 | 181,755 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $352,116 | 162,266 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $75,293 | 112,044 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $79,323 | 108,664 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $268,285 | 108,180 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $277,045 | 99,300 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $758,248 | 83,692 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,369,467 | 105,914 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $62,393,789 | 3,239,553 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $147,277,969 | 4,990,782 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $183,445,642 | 8,840,754 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $147,797,861 | 7,298,660 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $84,668,107 | 3,342,602 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||