Position in TREE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,040,859
-$1,216,793 QoQ
Shares Held
23,501
-44.7% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 188 holders
Holding Since
Mar 2021
10 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, 2026Y-Intercept (Hong Kong) Ltd holds $16,180,623 across 7 Insurance Brokers names. TREE ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,445 | $8,407,668 | |
| 2 | WTW |
Willis Towers Watson PLC
|
13,081 | $3,418,980 | |
| 3 | CRVL |
Corvel Corp
|
19,004 | $1,188,130 | |
| 4 | AON |
Aon plc
|
3,478 | $1,153,617 | |
| 5 | TREE |
LendingTree, Inc.
This page
|
23,501 | $1,040,859 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
24,659 | $931,123 | |
| 7 | SLQT |
SelectQuote, Inc.
|
47,856 | $40,246 |
All Filings in TREE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,859 | 23,501 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $2,257,652 | 42,525 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,821,631 | 28,142 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,254,412 | 87,791 | Shares | Sole | 2025-08-01 | |
| 2024-03-31 | $419,504 | 9,908 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $287,323 | 18,537 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,901 | 10,579 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,228 | 7,698 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $384,695 | 8,779 | Shares | Sole | 2022-08-08 | |
| 2021-03-31 | $333,771 | 1,567 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||