Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,431,162
-$129,365 QoQ
Shares Held
33,376
+13.5% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 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 Dec 31, 2022CallValue
$1,194,480
CallShares
56,000
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, 2026Balyasny Asset Management L.P. holds $171,919,650 across 12 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
198,061 | $65,694,853 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
267,170 | $61,334,216 | |
| 3 | NP |
Neptune Insurance Holdings Inc.
|
631,956 | $19,906,614 | |
| 4 | ERIE |
Erie Indemnity Co
|
43,254 | $10,370,146 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
153,172 | $4,071,311 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20,849 | $3,474,902 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,256 | $1,896,500 | |
| 8 | BRO |
Brown & Brown, Inc.
|
26,667 | $1,710,688 |
All Filings in TREE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,431,162 | 33,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,560,527 | 29,394 | Shares | Other | 2026-02-17 | |
| 2025-03-31 | $2,754,645 | 54,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $865,830 | 22,344 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $10,878 | 510 | Shares | Other | 2023-02-14 | |
| 2022-12-31 | $1,194,480 | 56,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $878,048 | 36,800 | Call | Sole | 2022-11-15 | |
| 2022-09-30 | $348,594 | 14,610 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $9,210,175 | 210,182 | Shares | Other | 2022-08-15 | |
| 2022-06-30 | $262,920 | 6,000 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $10,061,973 | 84,081 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,027,896 | 73,637 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $11,000,809 | 51,920 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $1,127,741 | 4,119 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||