SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in BRO — Brown & Brown, Inc.

CIK 1531593 NEW YORK, NY

Position in BRO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,362

+$1,232 QoQ

Shares Held

+41.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#735

of 800 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $62,404 across 6 Insurance Brokers names. BRO ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	112	$18,667
2	AON	Aon plc	50	$16,584
3	AJG	Arthur J. Gallagher & Co.	60	$13,774
4	WTW	Willis Towers Watson PLC	29	$7,579
5	BRO	Brown & Brown, Inc. This page	68	$4,362
6	ERIE	Erie Indemnity Co	6	$1,438

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,362	68	+41.7%	Shares	Sole	2026-08-03
2026-03-31	$3,130	48	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$34,669	435	-13.9%	Shares	Sole	2026-02-17
2025-09-30	$47,363	505	+167.2%	Shares	Sole	2025-11-13
2025-06-30	$20,954	189	+18800.0%	Shares	Sole	2025-08-12
2025-03-31	$124	1	0.0%	Shares	Sole	2025-05-13
2023-12-31	$71	1	-99.7%	Shares	Sole	2024-02-14
2023-06-30	$21,202	308	-33.2%	Shares	Sole	2023-08-14
2023-03-31	$26,470	461	+93.7%	Shares	Sole	2023-05-12
2022-12-31	$13,558	238	-51.1%	Shares	Sole	2023-02-13
2022-06-30	$28,411	487	+407.3%	Shares	Sole	2022-08-02
2022-03-31	$6,937	96	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.