Position in TREE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$398
+$13 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 189 holders
Holding Since
Mar 2024
8 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, 2026MATHER GROUP, LLC. holds $3,623,321 across 8 Insurance Brokers names. TREE ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,811 | $932,380 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,461 | $794,541 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,247 | $778,468 | |
| 4 | BRO |
Brown & Brown, Inc.
|
7,733 | $496,071 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,628 | $425,510 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,168 | $194,670 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
34 | $1,283 | |
| 8 | TREE |
LendingTree, Inc.
This page
|
9 | $398 |
All Filings in TREE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $385 | 9 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $582 | 9 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $452 | 9 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $348 | 9 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $522 | 9 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $748 | 18 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $762 | 18 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||