Position in SLQT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$268,177
-$333,433 QoQ
Shares Held
425,679
-0.2% QoQ
Ownership
0.241%
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 100%
Shared 0%
None 0%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Derivatives in SLQT
reported options exposure · as of Sep 30, 2020CallValue
$2,707,425
CallShares
133,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $2,307,813,148 across 16 Insurance Brokers names. SLQT ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,939,614 | $856,776,044 | |
| 2 | AON |
Aon plc
|
1,582,680 | $510,857,447 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,854,488 | $401,645,007 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,623,179 | $236,267,500 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474,881 | $138,047,904 | |
| 6 | ERIE |
Erie Indemnity Co
|
479,782 | $120,574,013 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
848,407 | $18,614,047 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
329,333 | $14,049,344 |
All Filings in SLQT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,177 | 425,679 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $601,610 | 426,675 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $848,110 | 432,710 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,505,196 | 632,436 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,871,878 | 560,443 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,226,274 | 598,461 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,121,574 | 516,855 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $528,056 | 191,325 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $263,588 | 131,794 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $305,522 | 223,009 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $602,053 | 514,576 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $999,682 | 512,658 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,154,661 | 532,102 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $161,305 | 240,039 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $109,014 | 149,336 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $480,979 | 193,944 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $396,756 | 142,207 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,763,519 | 194,649 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,641,888 | 126,983 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,863,013 | 252,493 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $12,416,300 | 420,749 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,192,459 | 683,974 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,363,943 | 116,738 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $2,707,425 | 133,700 | Call | Defined | 2020-11-13 | |
| 2020-06-30 | $230,401 | 9,096 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||