Summit Financial, LLC

Position in SLQT — SelectQuote, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in SLQT

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

Position Value

$66,964

+$16,801 QoQ

Shares Held

79,625

0.0% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#69

of 156 holders

Holding Since

Mar 2026

2 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. SLQT ranks #5 (1.7% 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.	2,330	$534,898
5	SLQT	SelectQuote, Inc. This page	79,625	$66,964

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,964	79,625	0.0%	Shares	Sole	2026-08-12
2026-03-31	$50,163	79,625	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.