Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$762,186
-$10,290,176 QoQ
Shares Held
17,209
-93.3% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 188 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Mariner, LLC holds $140,895,757 across 11 Insurance Brokers names. TREE ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
498,195 | $83,034,159 | |
| 2 | AON |
Aon plc
|
133,194 | $44,179,117 | |
| 3 | SLQT |
SelectQuote, Inc.
|
6,553,063 | $5,511,125 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
11,893 | $2,730,275 | |
| 5 | CRVL |
Corvel Corp
|
24,725 | $1,545,807 | |
| 6 | BRO |
Brown & Brown, Inc.
|
20,032 | $1,285,052 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
17,209 | $762,186 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,601 | $623,589 |
All Filings in TREE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,186 | 17,209 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,052,362 | 257,751 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $93,460,007 | 1,760,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $86,646,348 | 1,338,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,641,586 | 1,339,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,995,413 | 1,551,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,200,868 | 1,450,345 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $95,173,029 | 1,640,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $936,149 | 22,509 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,790,727 | 42,294 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,773,113 | 58,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $895,295 | 57,761 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,108,440 | 50,133 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,304,207 | 48,920 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $977,233 | 45,815 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,124,876 | 89,056 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,092,903 | 70,582 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,128,382 | 59,567 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||