Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$934,607
+$511,982 QoQ
Shares Held
21,102
+114.1% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 188 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Derivatives in TREE
reported options exposure · as of Sep 30, 2025CallValue
$3,980,895
CallShares
61,500
PutValue
$0
PutShares
0
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, 2026NOMURA HOLDINGS INC holds $21,353,495 across 8 Insurance Brokers names. TREE ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
34,841 | $5,806,949 | |
| 2 | AON |
Aon plc
|
15,428 | $5,117,312 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
18,572 | $4,263,572 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,084 | $2,112,913 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
60,920 | $1,619,253 | |
| 6 | BRO |
Brown & Brown, Inc.
|
18,761 | $1,203,517 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
21,102 | $934,607 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,232 | $295,372 |
All Filings in TREE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,607 | 21,102 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $422,625 | 9,856 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,516,993 | 28,574 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,980,895 | 61,500 | Call | Defined | 2025-11-14 | |
| 2024-12-31 | $479,453 | 12,373 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,209,724 | 38,079 | Shares | Defined | 2025-01-13 | |
| 2024-03-31 | $1,300,346 | 30,712 | Shares | Defined | 2024-05-15 | |
| 2022-03-31 | $7,778,550 | 65,000 | Put | Sole | 2022-05-18 | |
| 2021-12-31 | $591,667 | 4,826 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $249,696 | 912 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||