Position in TREE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,612,198
+$178,422 QoQ
Shares Held
36,401
+8.9% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $2,291,628,363 across 17 Insurance Brokers names. TREE ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,191,212 | $1,058,493,092 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,194,567 | $532,438,471 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,260,984 | $289,484,090 | |
| 4 | WTW |
Willis Towers Watson PLC
|
509,113 | $133,066,855 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,380,970 | $88,589,218 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,077,351 | $81,795,986 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,126,289 | $42,528,664 | |
| 8 | ERIE |
Erie Indemnity Co
|
164,118 | $39,347,286 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612,198 | 36,401 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,433,776 | 33,437 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,820,349 | 34,288 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,127,091 | 32,861 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,168,519 | 31,522 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,490,252 | 29,645 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,151,455 | 29,715 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $1,730,859 | 29,827 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,674,744 | 40,268 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $1,585,122 | 37,438 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $1,182,599 | 39,004 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $635,266 | 40,985 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $967,775 | 43,771 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $2,464,954 | 92,459 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,016,791 | 94,552 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,235,179 | 93,679 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,989,984 | 91,054 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,667,665 | 105,855 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $13,102,627 | 106,873 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,813,167 | 105,937 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $21,881,903 | 103,275 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $20,567,280 | 96,560 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,783,227 | 97,824 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $23,304,610 | 75,938 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $22,340,709 | 77,162 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $13,885,919 | 75,718 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||