Position in SLQT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$590,654
-$368,659 QoQ
Shares Held
702,327
-53.9% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 156 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 64%
Shared 17%
None 19%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,521,124,822 across 14 Insurance Brokers names. SLQT ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in SLQT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,654 | 702,327 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $959,313 | 1,522,722 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,854,344 | 2,024,358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,513,034 | 2,302,569 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,593,644 | 2,350,271 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,231,230 | 1,566,237 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,927,797 | 1,055,860 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,693,177 | 780,267 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $767,896 | 278,224 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $214,996 | 107,498 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $156,557 | 114,277 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $133,702 | 114,277 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $306,179 | 157,016 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $262,665 | 121,045 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $69,260 | 104,303 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $117,621 | 161,127 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $350,168 | 141,198 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $460,707 | 165,128 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,335,616 | 147,419 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,955,533 | 151,240 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||