Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,567,693
+$2,817,021 QoQ
Shares Held
374,073
+16.7% QoQ
Ownership
2.66%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#7
of 188 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $24,766,986 across 5 Insurance Brokers names. TREE ranks #1 (66.9% of the industry book) .
All Filings in TREE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,567,693 | 374,073 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,750,672 | 320,678 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,357,772 | 308,114 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,443,416 | 315,826 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,599,055 | 339,872 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,978,613 | 357,641 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,291,133 | 342,997 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,061,667 | 345,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,264,195 | 367,016 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,419,084 | 364,173 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,357,069 | 341,592 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,352,026 | 345,292 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $7,569,137 | 342,340 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,967,304 | 336,358 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,439,328 | 348,773 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,195,157 | 217,735 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,217,472 | 119,066 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||