Position in TREE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$623,426
+$26,837 QoQ
Shares Held
14,076
+1.2% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $482,888,835 across 17 Insurance Brokers names. TREE ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
892,176 | $148,698,973 | |
| 2 | AON |
Aon plc
|
360,106 | $119,443,559 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
420,980 | $96,644,378 | |
| 4 | WTW |
Willis Towers Watson PLC
|
174,221 | $45,536,142 | |
| 5 | BRO |
Brown & Brown, Inc.
|
571,991 | $36,693,222 | |
| 6 | ERIE |
Erie Indemnity Co
|
45,499 | $10,908,385 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
288,169 | $10,881,261 | |
| 8 | CRVL |
Corvel Corp
|
79,487 | $4,969,527 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,426 | 14,076 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $596,589 | 13,913 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $788,758 | 14,857 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,087,010 | 16,793 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $621,070 | 16,754 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $747,967 | 14,879 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $549,513 | 14,181 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $858,263 | 14,790 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $615,947 | 14,810 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $698,567 | 16,499 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $496,884 | 16,388 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $249,457 | 16,094 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $356,634 | 16,130 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $880,526 | 33,028 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $667,138 | 31,277 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $729,495 | 30,574 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,295,275 | 29,559 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,565,806 | 29,797 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,390,012 | 27,651 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,126,383 | 29,510 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,114,009 | 28,856 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,958,888 | 27,976 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $7,711,569 | 28,166 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,662,581 | 21,710 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,435,383 | 22,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,778,384 | 20,603 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||