Position in TREE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$876,720
+$663,435 QoQ
Shares Held
19,795
+500.8% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 189 holders
Holding Since
Jun 2022
3 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, 2026Janney Montgomery Scott LLC holds $85,949,439 across 9 Insurance Brokers names. TREE ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
213,611 | $35,602,545 | |
| 2 | AON |
Aon plc
|
75,224 | $24,951,048 | |
| 3 | BRO |
Brown & Brown, Inc.
|
145,937 | $9,361,858 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
33,864 | $7,774,158 | |
| 5 | ERIE |
Erie Indemnity Co
|
26,583 | $6,373,274 | |
| 6 | TREE |
LendingTree, Inc.
This page
|
19,795 | $876,720 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
10,090 | $380,998 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
7,027 | $340,809 |
All Filings in TREE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,720 | 19,795 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $213,285 | 3,295 | Shares | Sole | 2025-10-27 | |
| 2022-06-30 | $262,569 | 5,992 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||