Summit Financial, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1765536 PARSIPPANY, NJ

Position in AJG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$534,898

+$157,183 QoQ

Shares Held

2,330

+33.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#730

of 1,291 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $3,964,011 across 5 Insurance Brokers names. AJG ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	10,773	$1,795,535
2	BRO	Brown & Brown, Inc.	13,351	$856,466
3	AON	Aon plc	2,141	$710,148
4	AJG	Arthur J. Gallagher & Co. This page	2,330	$534,898
5	SLQT	SelectQuote, Inc.	79,625	$66,964

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,898	2,330	+33.6%	Shares	Sole	2026-08-12
2026-03-31	$377,715	1,744	+14.4%	Shares	Sole	2026-05-15
2025-12-31	$394,395	1,524	-14.2%	Shares	Sole	2026-02-13
2025-09-30	$550,098	1,776	-34.9%	Shares	Sole	2025-11-14
2025-06-30	$873,927	2,730	-9.1%	Shares	Sole	2025-08-13
2025-03-31	$1,037,100	3,004	-19.3%	Shares	Sole	2025-05-14
2024-12-31	$1,056,489	3,722	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.