Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,040,770
+$268,930 QoQ
Shares Held
23,499
+30.6% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 188 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Trexquant Investment LP holds $18,112,690 across 7 Insurance Brokers names. TREE ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
63,514 | $10,585,878 | |
| 2 | TWFG |
TWFG, Inc.
|
87,370 | $2,101,248 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
54,290 | $2,049,990 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
44,760 | $1,409,940 | |
| 5 | TREE |
LendingTree, Inc.
This page
|
23,499 | $1,040,770 | |
| 6 | AON |
Aon plc
|
1,556 | $516,109 | |
| 7 | CRVL |
Corvel Corp
|
6,538 | $408,755 |
All Filings in TREE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,770 | 23,499 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $771,840 | 18,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,424,670 | 26,835 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,937,349 | 153,520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,987,545 | 80,592 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,953,476 | 118,430 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,150,685 | 81,308 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,394,898 | 41,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,261,519 | 102,465 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,501,941 | 82,710 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,757,589 | 57,968 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $591,387 | 38,154 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,365,756 | 61,771 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,058,775 | 39,714 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,086,102 | 50,919 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $858,792 | 35,993 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $527,198 | 12,031 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $744,347 | 6,220 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $744,594 | 5,325 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||