Position in TREE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,396,555
+$4,479,003 QoQ
Shares Held
370,209
+33.2% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 188 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,142,134,490 across 18 Insurance Brokers names. TREE ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,510,274 | $2,251,757,367 | |
| 2 | AON |
Aon plc
|
5,180,553 | $1,718,337,624 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,298,870 | $1,446,031,585 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,601,654 | $679,994,305 | |
| 5 | BRO |
Brown & Brown, Inc.
|
8,230,737 | $528,001,778 | |
| 6 | ERIE |
Erie Indemnity Co
|
899,461 | $215,645,774 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,124,953 | $80,238,225 | |
| 8 | CRVL |
Corvel Corp
|
1,013,570 | $63,368,396 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,396,555 | 370,209 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,917,552 | 277,928 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,272,343 | 268,833 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $17,433,536 | 269,327 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,907,476 | 267,264 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $12,520,094 | 249,057 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,715,283 | 250,717 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,693,660 | 253,208 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,422,994 | 250,613 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $11,003,446 | 259,883 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,664,410 | 252,784 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,825,477 | 246,805 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,139,137 | 232,435 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,954,004 | 223,331 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,654,973 | 218,236 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,584,364 | 192,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,274,793 | 188,836 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,132,053 | 201,655 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,975,410 | 195,558 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,863,504 | 199,267 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,876,175 | 197,641 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $30,825,999 | 144,723 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $38,422,866 | 140,337 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $31,537,550 | 102,765 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $30,225,484 | 104,395 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,437,638 | 95,085 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||