Position in SLQT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$84,100
+$11,568 QoQ
Shares Held
100,000
-13.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 156 holders
Holding Since
Jun 2020
19 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, 2021CallValue
$0
CallShares
0
PutValue
$106,026
PutShares
8,200
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 Jun 30, 2026BANK OF MONTREAL /CAN/ holds $639,043,270 across 10 Insurance Brokers names. SLQT ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
933,387 | $243,959,355 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,767,113 | $104,486,185 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 4 | AON |
Aon plc
|
283,011 | $93,871,913 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
283,417 | $65,064,034 | |
| 6 | BRO |
Brown & Brown, Inc.
|
264,943 | $16,996,089 | |
| 7 | ERIE |
Erie Indemnity Co
|
37,496 | $8,989,664 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 |
All Filings in SLQT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,100 | 100,000 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $72,532 | 115,131 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $141,000 | 100,000 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $196,000 | 100,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $238,000 | 100,000 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $425,646 | 127,439 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $753,951 | 202,675 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $434,002 | 200,001 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $552,002 | 200,001 | Shares | Defined | 2024-08-14 | |
| 2022-09-30 | $8,346 | 11,434 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $41,735 | 16,829 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $90,490 | 32,434 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $337,158 | 37,214 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $582,392 | 45,042 | Shares | Defined | 2021-11-12 | |
| 2021-09-30 | $106,026 | 8,200 | Put | Defined | 2021-11-12 | |
| 2021-06-30 | $262,013 | 13,604 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $112,492 | 3,812 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $100,056 | 4,822 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $29,848 | 1,474 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,390,617 | 54,900 | Call | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||