OSTERWEIS CAPITAL MANAGEMENT INC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1007524
SAN FRANCISCO, CA
Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,112,405
+$21,061,424 QoQ
Shares Held
91,965
+46582.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#192
of 1,289 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $21,197,906 across 2 Insurance Brokers names. AJG ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
91,965 | $21,112,405 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
513 | $85,501 |
All Filings in AJG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,112,405 | 91,965 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $50,981 | 197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $61,018 | 197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $151,096 | 472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $175,036 | 507 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $143,911 | 507 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $184,860 | 657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $196,297 | 757 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $189,280 | 757 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $195,645 | 870 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $198,299 | 870 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $191,025 | 870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $184,614 | 965 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $181,941 | 965 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $165,227 | 965 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||