Position in TREE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,594
+$51 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026SBI Securities Co., Ltd. holds $89,785 across 17 Insurance Brokers names. TREE ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
230 | $38,334 | |
| 2 | BRO |
Brown & Brown, Inc.
|
314 | $20,143 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
21 | $6,965 | |
| 5 | ERIE |
Erie Indemnity Co
|
23 | $5,514 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
59 | $2,861 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
36 | $1,594 | |
| 8 | EHTH |
eHealth, Inc.
|
810 | $1,206 |
All Filings in TREE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594 | 36 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $1,543 | 36 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,911 | 36 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $2,330 | 36 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,334 | 36 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,809 | 36 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,395 | 36 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||