SHELTON CAPITAL MANAGEMENT

Position in AJG — Arthur J. Gallagher & Co.

CIK 1002784 Denver, CO

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$403,124

+$22,810 QoQ

Shares Held

1,756

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#809

of 1,284 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $2,147,985 across 3 Insurance Brokers names. AJG ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,250	$1,375,027
2	AJG	Arthur J. Gallagher & Co. This page	1,756	$403,124
3	AON	Aon plc	1,115	$369,834

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,124	1,756	0.0%	Shares	Sole	2026-08-14
2026-03-31	$380,314	1,756	0.0%	Shares	Sole	2026-05-15
2025-12-31	$454,435	1,756	0.0%	Shares	Sole	2026-02-17
2025-09-30	$543,903	1,756	0.0%	Shares	Sole	2025-11-14
2025-06-30	$562,130	1,756	+39.8%	Shares	Sole	2025-08-13
2025-03-31	$433,621	1,256	0.0%	Shares	Sole	2025-05-15
2024-12-31	$356,515	1,256	0.0%	Shares	Sole	2025-02-13
2024-09-30	$353,400	1,256	0.0%	Shares	Sole	2024-11-14
2024-06-30	$325,693	1,256	0.0%	Shares	Sole	2024-08-13
2024-03-31	$314,050	1,256	-16.6%	Shares	Sole	2024-05-15
2023-12-31	$338,669	1,506	0.0%	Shares	Sole	2024-02-14
2023-09-30	$343,262	1,506	0.0%	Shares	Sole	2023-11-14
2023-06-30	$330,672	1,506	+19.9%	Shares	Sole	2023-08-10
2023-03-31	$240,285	1,256	0.0%	Shares	Sole	2023-05-11
2022-12-31	$236,806	1,256	-7.4%	Shares	Sole	2023-02-13
2022-09-30	$232,174	1,356	+8.0%	Shares	Sole	2022-11-14
2022-06-30	$204,778	1,256	0.0%	Shares	Sole	2022-08-11
2022-03-31	$219,297	1,256	0.0%	Shares	Sole	2022-05-12
2021-12-31	$213,105	1,256	-83.8%	Shares	Sole	2022-02-11
2020-03-31	$633,658	7,774	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.