Position in ARX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$841,666
-$86,687 QoQ
Shares Held
62,999
+11.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARX Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026SummitTX Capital, L.P. holds $6,122,738 across 7 Insurance Brokers names. ARX ranks #5 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
6,493 | $1,406,253 | |
| 2 | ERIE |
Erie Indemnity Co
|
3,996 | $1,004,234 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
43,124 | $946,140 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
37,140 | $898,416 | |
| 5 | ARX |
Accelerant Holdings
This page
|
62,999 | $841,666 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,990 | $578,493 | |
| 7 | BRO |
Brown & Brown, Inc.
|
6,863 | $447,536 |
All Filings in ARX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $841,666 | 62,999 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $928,353 | 56,780 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $475,288 | 31,920 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||