Position in SLQT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,380
-$21,033 QoQ
Shares Held
26,000
-2.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $514,688,914 across 14 Insurance Brokers names. SLQT ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,228,062 | $213,007,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
495,544 | $107,324,917 | |
| 3 | AON |
Aon plc
|
234,621 | $75,730,965 | |
| 4 | BRO |
Brown & Brown, Inc.
|
855,778 | $55,805,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
157,509 | $45,787,865 | |
| 6 | CRVL |
Corvel Corp
|
231,666 | $12,660,546 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
38,871 | $1,658,236 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,692 | $676,525 |
All Filings in SLQT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,380 | 26,000 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $37,413 | 26,535 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $51,994 | 26,528 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $62,091 | 26,089 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $87,137 | 26,089 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $97,051 | 26,089 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||