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Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in TREE — LendingTree, Inc.

CIK 861177 NEW YORK, NY
Back to TREE Full portfolio

Position in TREE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$793,853
+$25,273 QoQ
Shares Held
17,924
0.0% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 188 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority Sole 54% Shared 0% None 46%

Common Shares in TREE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,257,857,716 across 13 Insurance Brokers names. TREE ranks #11 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 4,597,647 $766,289,821
2 AJG
Arthur J. Gallagher & Co.
 1,453,774 $333,742,892
3 BRO
Brown & Brown, Inc.
 1,487,718 $95,437,104
4 ERIE
Erie Indemnity Co
 121,438 $29,114,757
5 RYAN
Ryan Specialty Holdings, Inc.
 261,952 $9,891,304
6 AON
Aon plc
 25,740 $8,537,700
7 CRVL
Corvel Corp
 78,890 $4,932,199
8 BWIN
Baldwin Insurance Group, Inc.
 183,854 $4,886,834

All Filings in TREE

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $793,853 17,924
2026-03-31 $768,580 17,924
2025-12-31 $948,558 17,867
2025-09-30 $947,711 14,641
2025-06-30 $1,110,987 29,970
2025-03-31 $962,720 19,151
2024-12-31 $561,487 14,490
2024-09-30 $515,712 8,887
2023-06-30 $181,721 8,219
2023-03-31 $219,118 8,219
2022-06-30 $572,199 13,058
2022-03-31 $1,802,705 15,064
2021-12-31 $1,846,843 15,064
2021-09-30 $4,193,498 29,990
2021-06-30 $3,239,642 15,290
2021-03-31 $3,682,344 17,288
2020-12-31 $4,496,177 16,422
2020-09-30 $3,349,395 10,914
2020-06-30 $3,220,149 11,122
2020-03-31 $1,656,375 9,032