Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,073,855
+$565,401 QoQ
Shares Held
24,246
+208.7% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 189 holders
Holding Since
Jun 2021
8 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, 2026XTX Topco Ltd holds $12,276,894 across 11 Insurance Brokers names. TREE ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARX |
Accelerant Holdings
|
322,417 | $3,778,727 | |
| 2 | CRVL |
Corvel Corp
|
39,759 | $2,485,732 | |
| 3 | TWFG |
TWFG, Inc.
|
67,439 | $1,621,907 | |
| 4 | TREE |
LendingTree, Inc.
This page
|
24,246 | $1,073,855 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
25,591 | $966,316 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
15,353 | $744,620 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,171 | $520,497 | |
| 8 | SLQT |
SelectQuote, Inc.
|
519,699 | $437,066 |
All Filings in TREE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,855 | 24,246 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $508,454 | 7,855 | Shares | Defined | 2025-11-14 | |
| 2023-06-30 | $313,608 | 14,184 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $234,949 | 11,015 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $353,915 | 14,833 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $291,420 | 2,377 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $328,320 | 2,348 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $329,049 | 1,553 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||