Position in AJG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$494,493
+$12,820 QoQ
Shares Held
2,154
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#751
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Smithfield Trust Co holds $2,336,628 across 6 Insurance Brokers names. AJG ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,576 | $1,096,021 | |
| 2 | ERIE |
Erie Indemnity Co
|
2,200 | $527,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,154 | $494,493 | |
| 4 | AON |
Aon plc
|
444 | $147,270 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,007 | $64,599 | |
| 6 | WTW |
Willis Towers Watson PLC
|
26 | $6,795 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,493 | 2,154 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $481,673 | 2,224 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $549,410 | 2,123 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $657,577 | 2,123 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $679,614 | 2,123 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $732,944 | 2,123 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $602,613 | 2,123 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $597,348 | 2,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $550,515 | 2,123 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $527,084 | 2,108 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $474,046 | 2,108 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $480,476 | 2,108 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $462,853 | 2,108 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $403,281 | 2,108 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $397,442 | 2,108 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $349,117 | 2,039 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $332,438 | 2,039 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $356,009 | 2,039 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $345,957 | 2,039 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $303,096 | 2,039 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $285,622 | 2,039 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $254,405 | 2,039 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $252,244 | 2,039 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $215,277 | 2,039 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $193,419 | 1,984 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $129,193 | 1,585 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||