Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$986,869
+$270,516 QoQ
Shares Held
22,282
+33.4% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 188 holders
Holding Since
Dec 2025
3 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, 2026MACKENZIE FINANCIAL CORP holds $181,156,588 across 9 Insurance Brokers names. TREE ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
729,781 | $121,632,599 | |
| 2 | AON |
Aon plc
|
77,327 | $25,648,592 | |
| 3 | WTW |
Willis Towers Watson PLC
|
90,202 | $23,576,096 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
28,960 | $6,648,347 | |
| 5 | BRO |
Brown & Brown, Inc.
|
33,040 | $2,119,516 | |
| 6 | TREE |
LendingTree, Inc.
This page
|
22,282 | $986,869 | |
| 7 | CRD-A |
Crawford & Co
|
31,138 | $350,925 | |
| 8 | EHTH |
eHealth, Inc.
|
103,253 | $153,846 |
All Filings in TREE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,869 | 22,282 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $716,353 | 16,706 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $657,519 | 12,385 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||