SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in AJG — Arthur J. Gallagher & Co.
CIK 1531593
NEW YORK, NY
Position in AJG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$13,774
+$4,678 QoQ
Shares Held
60
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,170
of 1,284 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $62,404 across 6 Insurance Brokers names. AJG ranks #3 (22.1% of the industry book) .
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,774 | 60 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,096 | 42 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $255,166 | 986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $137,214 | 443 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $306,995 | 959 | Shares | Sole | 2025-08-12 | |
| 2024-03-31 | $3 | 10 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $61,479 | 280 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,393 | 415 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,970 | 212 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $171 | 1 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $71,900 | 441 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,015 | 86 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||