Position in TREE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,552,279
+$1,618,220 QoQ
Shares Held
80,205
+77.8% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 188 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $51,936,773 across 8 Insurance Brokers names. TREE ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
217,004 | $36,168,056 | |
| 2 | ARX |
Accelerant Holdings
|
408,931 | $4,792,671 | |
| 3 | TREE |
LendingTree, Inc.
This page
|
80,205 | $3,552,279 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
11,443 | $2,626,969 | |
| 5 | ERIE |
Erie Indemnity Co
|
9,491 | $2,275,467 | |
| 6 | AON |
Aon plc
|
2,966 | $983,792 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,522 | $920,545 | |
| 8 | BRO |
Brown & Brown, Inc.
|
9,618 | $616,994 |
All Filings in TREE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,552,279 | 80,205 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,934,059 | 45,104 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,392,076 | 45,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $532,792 | 8,231 | Shares | Sole | 2025-11-13 | |
| 2023-03-31 | $310,882 | 11,661 | Shares | Sole | 2023-05-12 | |
| 2021-06-30 | $103,609 | 489 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $104,157 | 489 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||