Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,226,478
-$1,276,389 QoQ
Shares Held
72,849
-30.6% QoQ
Ownership
0.519%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. TREE ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,682,829 | $63,543,616 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,277,033 | $60,523,535 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,226,478 | 72,849 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,502,867 | 105,011 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,393,142 | 82,749 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,423,945 | 114,691 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,763,639 | 128,504 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,880,049 | 136,862 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,870,988 | 125,703 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,204,043 | 106,911 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,427,296 | 202,628 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $25,174,641 | 594,583 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $16,718,171 | 551,391 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,678,203 | 430,852 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,918,158 | 267,669 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,854,175 | 257,096 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,993,711 | 234,117 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,255,709 | 220,273 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,942,897 | 181,262 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,739,579 | 81,387 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,599,305 | 94,611 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,494,074 | 103,655 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,268,834 | 53,185 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,970,746 | 18,642 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,660,439 | 42,589 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,610,559 | 11,765 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,996,345 | 10,349 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,431,174 | 7,804 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||