Position in TREE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,713
+$3,098 QoQ
Shares Held
129
+111.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $331,964 across 11 Insurance Brokers names. TREE ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
567 | $188,068 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
632 | $105,335 | |
| 3 | BRO |
Brown & Brown, Inc.
|
167 | $10,713 | |
| 4 | CRVL |
Corvel Corp
|
125 | $7,815 | |
| 5 | WTW |
Willis Towers Watson PLC
|
23 | $6,011 | |
| 6 | TREE |
LendingTree, Inc.
This page
|
129 | $5,713 | |
| 7 | AJG |
Arthur J. Gallagher & Co.
|
19 | $4,361 | |
| 8 | ERIE |
Erie Indemnity Co
|
11 | $2,637 |
All Filings in TREE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,713 | 129 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,615 | 61 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $318 | 6 | Shares | Sole | 2026-01-08 | |
| 2025-03-31 | $5,177 | 103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $775 | 20 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,294 | 74 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||