Position in SLQT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,770
-$18,873 QoQ
Shares Held
23,447
-1.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. SLQT ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in SLQT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,770 | 23,447 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,643 | 23,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,766 | 23,861 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,788 | 23,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $84,985 | 25,445 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $95,224 | 25,598 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $55,546 | 25,598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,649 | 25,598 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,564 | 30,782 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $42,722 | 31,185 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,742 | 53,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $272,280 | 139,631 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $268,656 | 123,805 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78,489 | 116,800 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $85,264 | 116,800 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $191,917 | 21,183 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $273,896 | 21,183 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $842,085 | 43,722 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,285,337 | 43,556 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $743,576 | 35,835 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $582,936 | 28,787 | Shares | Sole | 2020-12-04 | |
| No filing history on record for this holder in this stock. | ||||||