Summit Financial, LLC

Position in SLQT — SelectQuote, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in SLQT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$50,163

New position

Shares Held

79,625

first reported quarter

Ownership

0.045%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Summit Financial, LLC holds $3,262,179 across 5 Insurance Brokers names. SLQT ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,490	$1,472,590
2	BRO	Brown & Brown, Inc.	12,091	$788,454
3	AON	Aon plc	1,776	$573,257
4	AJG	Arthur J. Gallagher & Co.	1,744	$377,715
5	SLQT	SelectQuote, Inc. This page	79,625	$50,163

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,163	79,625	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.