Position in TREE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,776
-$3,901 QoQ
Shares Held
153
-38.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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, 2026Essential Partners LLC holds $1,195,337 across 13 Insurance Brokers names. TREE ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,481 | $491,232 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,396 | $399,341 | |
| 3 | BRO |
Brown & Brown, Inc.
|
3,272 | $209,898 | |
| 4 | ERIE |
Erie Indemnity Co
|
168 | $40,278 | |
| 5 | CRVL |
Corvel Corp
|
398 | $24,882 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
298 | $7,920 | |
| 7 | AJG |
Arthur J. Gallagher & Co.
|
30 | $6,887 | |
| 8 | TREE |
LendingTree, Inc.
This page
|
153 | $6,776 |
All Filings in TREE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,776 | 153 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,677 | 249 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $530 | 10 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $712 | 11 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $1,853 | 50 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||