SEC 13F Intelligence

Select Equity Group, L.P. / ROL

Select Equity Group, L.P.’s Rollins Inc Position

Does Select Equity Group, L.P. own Rollins Inc (ROL)? Yes — 4.77M shares worth $255M (+1.30% of its 13F portfolio) as of Q1 2026, up from 1.49M shares the prior filed quarter.

Position Value
$255M
Q1 2026
Shares
4.77M
% of Portfolio
+1.30%
Quarters Held
25
currently held

Position History ROL

Reported value by quarter
Q3 ’19: $32.7BQ3 ’19Q4 ’19: $29.8BQ1 ’20: $197.4BQ2 ’20: $274.1BQ3 ’20: $286.8BQ3 ’20Q4 ’20: $239.8BQ1 ’21: $207.3BQ2 ’21: $139.9BQ3 ’21: $47.5BQ3 ’21Q4 ’21: $133MQ1 ’22: $368MQ2 ’22: $430MQ3 ’22: $437MQ3 ’22Q4 ’22: $465MQ1 ’23: $485MQ2 ’23: $490MQ3 ’23: $388MQ3 ’23Q4 ’23: $381MQ1 ’24: $206MQ2 ’24: $97MQ1 ’25: $27MQ1 ’25Q2 ’25: $71MQ3 ’25: $70MQ4 ’25: $90MQ1 ’26: $255MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.77M$255M+1.30%
Q4 20251.49M$90M+0.39%
Q3 20251.19M$70M+0.29%
Q2 20251.27M$71M+0.30%
Q1 2025507.1K$27M+0.12%
Q2 20241.99M$97M+0.38%
Q1 20244.45M$206M+0.73%
Q4 20238.73M$381M+1.36%
Q3 202310.40M$388M+1.59%
Q2 202311.43M$490M+1.82%
Q1 202312.92M$485M+1.73%
Q4 202212.73M$465M+1.75%
Q3 202212.61M$437M+1.52%
Q2 202212.32M$430M+1.38%
Q1 202210.49M$368M+1.19%
Q4 20213.89M$133M+0.36%
Q3 20211.35M$47.5B+0.16%
Q2 20214.09M$139.9B+0.48%
Q1 20216.02M$207.3B+0.75%
Q4 20206.14M$239.8B+0.98%
Q3 20205.29M$286.8B+1.41%
Q2 20206.47M$274.1B+1.57%
Q1 20205.46M$197.4B+1.36%
Q4 2019898.1K$29.8B+0.19%
Q3 2019960.5K$32.7B+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Select Equity Group, L.P.’s full portfolio or all institutional holders of ROL.