Position in SLQT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$295,570
+$51,020 QoQ
Shares Held
351,456
-9.5% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 156 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. SLQT ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,682,829 | $63,543,616 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,277,033 | $60,523,535 |
All Filings in SLQT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,570 | 351,456 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $244,550 | 388,180 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,331,316 | 944,197 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,442,607 | 1,246,230 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,508,655 | 1,894,395 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $7,408,060 | 2,217,983 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,292,164 | 1,960,260 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,110,212 | 2,815,767 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,716,035 | 1,346,391 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,393,020 | 1,196,510 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,332,748 | 972,811 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $837,262 | 715,611 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,022,360 | 524,289 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,131,720 | 521,532 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $187,770 | 279,429 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $338,096 | 463,152 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,222,921 | 896,341 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,393,095 | 499,318 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,910,880 | 1,314,667 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,599,894 | 974,470 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,687,196 | 658,733 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $54,282,197 | 1,839,451 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,972,204 | 95,046 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $894,401 | 44,168 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $248,056 | 9,793 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||