Position in TREE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,169,940
+$1,274,429 QoQ
Shares Held
297,357
+7.2% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 8%
None 4%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,521,124,822 across 14 Insurance Brokers names. TREE ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,169,940 | 297,357 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,895,511 | 277,414 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,514,430 | 254,557 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,264,058 | 251,260 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,485,136 | 255,871 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,889,306 | 236,509 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,939,719 | 204,896 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,271,831 | 177,009 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,361,438 | 152,956 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,028,296 | 189,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,799,558 | 290,223 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,978,367 | 321,185 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,343,724 | 332,145 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,531,458 | 244,991 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,012,205 | 141,531 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,397,685 | 142,401 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,975,587 | 182,008 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,648,415 | 155,832 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $18,250,113 | 148,859 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,652,891 | 147,700 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,794,012 | 159,496 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $35,657,478 | 167,406 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $55,628,925 | 203,181 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $68,411,305 | 222,918 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $65,185,942 | 225,144 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,125,390 | 224,251 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||