Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$476,826
+$18,911 QoQ
Shares Held
10,766
+0.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 188 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ALLSTATE CORP holds $21,553,779 across 8 Insurance Brokers names. TREE ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,774 | $11,962,572 | |
| 2 | AON |
Aon plc
|
12,853 | $4,263,211 | |
| 3 | BRO |
Brown & Brown, Inc.
|
23,232 | $1,490,332 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
27,678 | $1,342,383 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
4,914 | $1,128,106 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
23,998 | $637,866 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
10,766 | $476,826 | |
| 8 | WTW |
Willis Towers Watson PLC
|
966 | $252,483 |
All Filings in TREE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,826 | 10,766 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $457,915 | 10,679 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||