Position in TREE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,833,674
+$64,870 QoQ
Shares Held
63,980
-0.9% QoQ
Ownership
0.456%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#35
of 188 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HARBOR CAPITAL ADVISORS, INC. holds $6,522,939 across 6 Insurance Brokers names. TREE ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREE |
LendingTree, Inc.
This page
|
63,980 | $2,833,674 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,601 | $1,433,528 | |
| 3 | AON |
Aon plc
|
3,423 | $1,135,374 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
27,325 | $726,298 | |
| 5 | BRO |
Brown & Brown, Inc.
|
4,885 | $313,372 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,137 | $80,693 |
All Filings in TREE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,833,674 | 63,980 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,768,804 | 64,571 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,756,061 | 51,913 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,679,188 | 56,839 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,337,228 | 197,929 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||