Position in TREE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,145,070
+$77,661 QoQ
Shares Held
25,854
+3.9% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 188 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $369,697,369 across 17 Insurance Brokers names. TREE ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
388,097 | $128,727,885 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
499,555 | $83,260,827 | |
| 3 | WTW |
Willis Towers Watson PLC
|
236,371 | $61,780,281 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
241,888 | $55,530,223 | |
| 5 | BRO |
Brown & Brown, Inc.
|
223,401 | $14,331,170 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
289,670 | $10,937,938 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,997 | $4,794,277 | |
| 8 | CRVL |
Corvel Corp
|
73,553 | $4,598,532 |
All Filings in TREE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145,070 | 25,854 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,067,409 | 24,893 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $1,249,841 | 23,542 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,528,724 | 23,617 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $787,847 | 21,253 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $839,758 | 16,705 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $723,073 | 18,660 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,017,438 | 17,533 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $793,327 | 19,075 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,190,005 | 28,106 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $856,507 | 28,249 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $563,284 | 36,341 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,576,794 | 71,316 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $729,283 | 27,355 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $398,742 | 18,694 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $384,241 | 16,104 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $621,279 | 14,178 | Shares | Defined | 2022-07-29 | |
| 2021-12-31 | $221,538 | 1,807 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $3,652,078 | 26,118 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $5,244,452 | 24,752 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $3,625,047 | 17,019 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $6,339,058 | 23,153 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $5,816,485 | 18,953 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $5,535,811 | 19,120 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $3,719,331 | 20,281 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||