Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,893,131
+$1,061,903 QoQ
Shares Held
42,744
+120.5% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 188 holders
Holding Since
Mar 2023
9 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, 2026Creative Planning holds $114,334,864 across 13 Insurance Brokers names. TREE ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
145,662 | $5,500,196 | |
| 8 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 |
All Filings in TREE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893,131 | 42,744 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $831,228 | 19,385 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $381,080 | 7,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $417,508 | 6,450 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $212,781 | 5,740 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $318,058 | 6,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $227,578 | 5,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $356,072 | 6,136 | Shares | Sole | 2024-10-11 | |
| 2023-03-31 | $186 | 7 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||