Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,123,379
+$7,337,159 QoQ
Shares Held
702,718
+26.7% QoQ
Ownership
5.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 188 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $1,299,014,370 across 13 Insurance Brokers names. TREE ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,535,138 | $922,541,447 | |
| 2 | AON |
Aon plc
|
692,802 | $229,795,492 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
213,152 | $48,933,302 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
1,106,169 | $34,844,323 | |
| 5 | TREE |
LendingTree, Inc.
This page
|
702,718 | $31,123,379 | |
| 6 | BRO |
Brown & Brown, Inc.
|
209,634 | $13,448,018 | |
| 7 | WTW |
Willis Towers Watson PLC
|
24,998 | $6,533,724 | |
| 8 | CRVL |
Corvel Corp
|
65,556 | $4,098,560 |
All Filings in TREE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,123,379 | 702,718 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,786,220 | 554,716 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,769,781 | 504,234 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $34,278,870 | 529,567 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,260,088 | 546,536 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,486,885 | 29,578 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $906,749 | 23,400 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,287,279 | 22,183 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $922,590 | 22,183 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $941,217 | 22,230 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $343,727 | 22,176 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $529,666 | 23,956 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,175,865 | 44,106 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $1,188,506 | 55,720 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,029,606 | 43,152 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,009,497 | 45,858 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,668,692 | 64,082 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,045,256 | 65,622 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,423,155 | 224,724 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $79,491,018 | 375,170 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $65,929,677 | 309,529 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $63,395,799 | 231,549 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $52,785,078 | 172,000 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $39,767,813 | 137,353 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,065,663 | 158,491 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||