Position in TREE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$386,828
+$86,797 QoQ
Shares Held
8,734
+24.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $47,029,285 across 12 Insurance Brokers names. TREE ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
52,099 | $17,280,717 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,638 | $13,773,275 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
42,107 | $9,666,503 | |
| 4 | BRO |
Brown & Brown, Inc.
|
30,737 | $1,971,778 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,530 | $1,706,746 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
8,734 | $386,828 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
9,780 | $369,292 |
All Filings in TREE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,828 | 8,734 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $300,031 | 6,997 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||