Position in TREE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$483,779
+$249,651 QoQ
Shares Held
10,923
+24.4% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 189 holders
Holding Since
Mar 2020
10 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $165,999,428 across 7 Insurance Brokers names. TREE ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
379,147 | $63,192,430 | |
| 2 | AON |
Aon plc
|
113,561 | $37,667,048 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
115,870 | $26,600,275 | |
| 4 | BRO |
Brown & Brown, Inc.
|
292,906 | $18,789,919 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55,930 | $14,618,424 | |
| 6 | ERIE |
Erie Indemnity Co
|
19,385 | $4,647,553 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
10,923 | $483,779 |
All Filings in TREE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,779 | 10,923 | Shares | Defined | 2026-08-06 | |
| 2023-03-31 | $234,128 | 8,782 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $34,362 | 1,611 | Shares | Defined | 2023-02-10 | |
| 2021-09-30 | $5,980,249 | 42,768 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,457,899 | 44,638 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,991,404 | 46,908 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,927,816 | 47,218 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,212,075 | 46,310 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,286,531 | 45,890 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $8,531,302 | 46,520 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||