Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,130,393
+$951,922 QoQ
Shares Held
48,101
+75.0% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 188 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Quantinno Capital Management LP holds $245,635,820 across 12 Insurance Brokers names. TREE ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
225,133 | $74,674,364 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
342,553 | $57,093,308 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
209,501 | $48,095,144 | |
| 4 | WTW |
Willis Towers Watson PLC
|
79,933 | $20,892,088 | |
| 5 | BRO |
Brown & Brown, Inc.
|
214,304 | $13,747,601 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
282,088 | $10,651,642 | |
| 7 | ERIE |
Erie Indemnity Co
|
27,602 | $6,617,579 | |
| 8 | CRVL |
Corvel Corp
|
105,732 | $6,610,364 |
All Filings in TREE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,130,393 | 48,101 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,178,471 | 27,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $323,636 | 6,096 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $338,408 | 5,228 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $225,109 | 4,478 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||