SummitTX Capital, L.P.

Position in AJG — Arthur J. Gallagher & Co.

CIK 2052310 FORT WORTH, TX

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$796,607

-$609,646 QoQ

Shares Held

3,470

-46.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#646

of 1,289 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SummitTX Capital, L.P. holds $4,520,899 across 4 Insurance Brokers names. AJG ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	8,232	$1,973,622
2	NP	Neptune Insurance Holdings Inc.	34,524	$1,087,506
3	AJG	Arthur J. Gallagher & Co. This page	3,470	$796,607
4	ARX	Accelerant Holdings	56,584	$663,164

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,607	3,470	-46.6%	Shares	Sole	2026-08-14
2026-03-31	$1,406,253	6,493	-59.1%	Shares	Sole	2026-05-15
2025-09-30	$4,920,839	15,887	+1092.7%	Shares	Defined	2025-11-14
2025-06-30	$426,399	1,332	—	Shares	Defined	2025-08-14
No filing history on record for this holder in this stock.