Position in SLQT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$959,313
-$1,895,031 QoQ
Shares Held
1,522,722
-24.8% QoQ
Ownership
0.863%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 82%
Shared 10%
None 9%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,524,159,990 across 14 Insurance Brokers names. SLQT ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,253,769 | $404,691,555 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,033,933 | $352,785,677 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,000,558 | $290,862,208 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
853,192 | $184,784,320 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,710,837 | $111,563,678 | |
| 6 | CRVL |
Corvel Corp
|
1,160,553 | $63,424,219 | |
| 7 | ERIE |
Erie Indemnity Co
|
225,993 | $56,794,299 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,333,871 | $29,265,127 |
All Filings in SLQT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $70,090 | 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. | ||||||