Position in TREE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$943,066
-$468,800 QoQ
Shares Held
21,293
-35.3% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 188 holders
Holding Since
Sep 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, 2026Cetera Investment Advisers holds $57,540,933 across 9 Insurance Brokers names. TREE ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,760 | $20,793,749 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
82,024 | $18,830,249 | |
| 3 | AON |
Aon plc
|
38,120 | $12,644,022 | |
| 4 | BRO |
Brown & Brown, Inc.
|
26,244 | $1,683,552 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,286 | $1,120,231 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
27,011 | $1,019,935 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
21,293 | $943,066 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,575 | $377,606 |
All Filings in TREE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,066 | 21,293 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,411,866 | 32,926 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,439,269 | 27,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,184,429 | 18,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,565 | 16,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $561,415 | 11,168 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $423,460 | 10,928 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $416,597 | 7,179 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||