Position in TREE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$976,859
New position
Shares Held
22,056
first reported quarter
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 83%
Shared 17%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,210,959,554 across 6 Insurance Brokers names. TREE ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
7,615,397 | $2,525,951,027 | |
| 2 | WTW |
Willis Towers Watson PLC
|
5,491,383 | $1,435,282,772 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,507,415 | $1,084,590,854 | |
| 4 | BRO |
Brown & Brown, Inc.
|
2,169,415 | $139,167,971 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
108,856 | $24,990,071 | |
| 6 | TREE |
LendingTree, Inc.
This page
|
22,056 | $976,859 |
All Filings in TREE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,859 | 22,056 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||