CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1034642
PASADENA, CA
Position in AJG
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$639,122
+$35,081 QoQ
Shares Held
2,784
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $11,329,301 across 3 Insurance Brokers names. AJG ranks #3 (5.6% of the industry book) .
All Filings in AJG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,122 | 2,784 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $604,041 | 2,789 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $724,353 | 2,799 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $866,962 | 2,799 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $936,351 | 2,925 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,044,005 | 3,024 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $856,943 | 3,019 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $870,558 | 3,094 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $799,712 | 3,084 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $771,123 | 3,084 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $693,529 | 3,084 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $744,419 | 3,266 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $716,676 | 3,264 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $624,435 | 3,264 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $641,790 | 3,404 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $582,148 | 3,400 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $554,336 | 3,400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $593,640 | 3,400 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $576,878 | 3,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $505,410 | 3,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $476,272 | 3,400 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $424,218 | 3,400 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $422,222 | 3,413 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $360,344 | 3,413 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $331,466 | 3,400 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $277,134 | 3,400 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||