Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,136
-$18,147 QoQ
Shares Held
6,167
-9.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 189 holders
Holding Since
Jun 2022
4 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, 2026Graham Capital Management, L.P. holds $1,330,952 across 4 Insurance Brokers names. TREE ranks #2 (20.5% of the industry book) .
All Filings in TREE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,136 | 6,167 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,283 | 6,793 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $222,712 | 4,195 | Shares | Sole | 2026-02-17 | |
| 2022-06-30 | $768,821 | 17,545 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||