SBA Loans for Insurance Agencies and Brokerages in Montana: Top Lenders

NAICS 524

NAICS 524 covers insurance agencies and brokerages businesses in Montana. Based on historical SBA 7(a) lending data.

Total Approvals

1

in Montana

Median Loan Size

$500,000

per approval

Recent Activity

0

last 90 days through Mar 2025

NAICS 524 covers insurance agencies and brokerages businesses. This is a smaller category in SBA 7(a) lending with 1 approvals on record and a median loan size of $500,000.

Key trends & insights

  • SBA data for this industry goes through 2025-03-26 — the SBA releases lending data on a quarterly lag, so recent activity may not yet be reflected.

Most active SBA lenders for Insurance Agencies and Brokerages in Montana

#LenderApprovalsMedian Size
11$500,000

Recent SBA 7(a) approvals for Insurance Agencies and Brokerages in Montana

MonthLenderBorrowerAmount
2025-11Newtek Bank, National AssociationRec*****Inc$250,000
2025-07Bravera BankCou*****LLC$315,000
2025-04United Midwest Savings Bank National AssociationMon*****LLC$167,000
2025-04United Midwest Savings Bank National AssociationMon*****LLC$249,000
2025-03Readycap Lending, LLCBig*****LLC$500,000
2024-08Capital Bank, National AssociationBig*****LLC$350,000
2024-06Wells Fargo Bank National AssociationRUD*****LLC$453,900
2024-03United Midwest Savings Bank National AssociationMED*****LLC$445,000
2024-02U.S. Bank, National AssociationCom*****LLC$1,379,500
2023-02Glacier BankBet*****LLC$44,300
2022-08Ascent BankBG *****LLC$665,000
2022-08Ascent BankBG *****LLC$665,000
2022-08Ascent BankBG *****LLC$225,000
2021-09The Yellowstone BankYel*****nc.$555,500
2021-05Glacier BankTre*****nc.$101,200
2020-09Live Oak Banking CompanyKas*****LLC$1,555,000
2020-07Live Oak Banking CompanyAGE*****OUP$350,000
2019-12Live Oak Banking CompanyMG *****Inc$675,000
2019-12U.S. Bank, National AssociationCOL*****INC$50,000

Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.

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