Position in SLQT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$244,550
-$1,086,766 QoQ
Shares Held
388,180
-58.9% QoQ
Ownership
0.220%
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 99%
Shared 0%
None 1%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $4,723,525,244 across 21 Insurance Brokers names. SLQT ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,374,945 | $2,057,704,737 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,473,992 | $1,122,913,904 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,056,175 | $878,486,374 | |
| 4 | WTW |
Willis Towers Watson PLC
|
814,668 | $236,823,979 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,244,972 | $211,604,616 | |
| 6 | ERIE |
Erie Indemnity Co
|
457,757 | $115,038,907 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,803,207 | $39,562,358 | |
| 8 | CRVL |
Corvel Corp
|
694,906 | $37,976,607 |
All Filings in SLQT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-06-30 | $21,379,404 | 8,982,943 | Shares | Sole | 2026-02-13 | |
| 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. | ||||||