Position in TREE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$521,071
+$100,204 QoQ
Shares Held
11,765
+19.9% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 188 holders
Holding Since
Mar 2020
20 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, 2026PRUDENTIAL FINANCIAL INC holds $101,650,115 across 12 Insurance Brokers names. TREE ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
247,827 | $41,305,325 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
121,518 | $27,896,886 | |
| 3 | AON |
Aon plc
|
38,313 | $12,708,038 | |
| 4 | BRO |
Brown & Brown, Inc.
|
139,267 | $8,933,977 | |
| 5 | CRVL |
Corvel Corp
|
54,959 | $3,436,036 | |
| 6 | ERIE |
Erie Indemnity Co
|
11,079 | $2,656,190 | |
| 7 | WTW |
Willis Towers Watson PLC
|
8,619 | $2,252,747 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
24,580 | $1,192,130 |
All Filings in TREE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,071 | 11,765 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $420,867 | 9,815 | Shares | Defined | 2026-05-13 | |
| 2024-12-31 | $1,016,761 | 26,239 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $6,119,785 | 105,459 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,543,168 | 205,414 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,257,808 | 76,944 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $453,102 | 14,944 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $284,142 | 10,658 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $236,933 | 11,108 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $265,036 | 11,108 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $491,660 | 11,220 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,421,081 | 11,875 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,495,229 | 12,196 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $235,473 | 1,684 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $343,245 | 1,620 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $354,432 | 1,664 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $426,563 | 1,558 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $364,892 | 1,189 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $345,698 | 1,194 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $996,541 | 5,434 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||