Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,461,612
-$17,446 QoQ
Shares Held
33,001
-4.3% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $2,593,411,672 across 16 Insurance Brokers names. TREE ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,305,773 | $717,643,178 | |
| 2 | WTW |
Willis Towers Watson PLC
|
2,171,679 | $567,611,732 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,750,848 | $401,942,171 | |
| 4 | AON |
Aon plc
|
1,069,331 | $354,686,392 | |
| 5 | BRO |
Brown & Brown, Inc.
|
4,098,277 | $262,904,466 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,091,087 | $261,588,106 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
311,342 | $11,756,272 | |
| 8 | CRVL |
Corvel Corp
|
116,753 | $7,299,395 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,612 | 33,001 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,479,058 | 34,493 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,869,244 | 35,209 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,901,844 | 44,830 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,224,605 | 33,035 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,749,695 | 34,806 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,367,874 | 35,300 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,534,148 | 129,832 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,096,645 | 122,545 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,437,161 | 152,035 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,057,088 | 133,809 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $507,919 | 32,769 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $719,215 | 32,529 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,565,347 | 133,734 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,813,148 | 131,887 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,182,428 | 49,557 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,761,738 | 40,204 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,705,341 | 30,963 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,957,830 | 187,258 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,722,425 | 183,955 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,598,748 | 191,612 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $41,051,277 | 192,729 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $52,316,613 | 191,083 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $63,449,506 | 206,750 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $61,718,240 | 213,167 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,607,331 | 30,576 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||