Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,171,864
-$531,456 QoQ
Shares Held
10,028
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MAI Capital Management holds $21,337,228 across 14 Insurance Brokers names. AJG ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,279 | $7,358,105 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,457 | $4,858,766 | |
| 3 | AON |
Aon plc
|
11,210 | $3,618,363 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,377 | $2,667,140 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
This page
|
10,028 | $2,171,864 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,633 | $474,713 | |
| 7 | BRO |
Brown & Brown, Inc.
|
2,503 | $163,220 | |
| 8 | CRVL |
Corvel Corp
|
270 | $14,755 |
All Filings in AJG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,171,864 | 10,028 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,703,320 | 10,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,038,089 | 6,580 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,761,620 | 5,503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,700,997 | 4,927 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,386,039 | 4,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,555,976 | 5,530 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,527,335 | 5,890 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,418,977 | 5,675 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,276,643 | 5,677 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,289,627 | 5,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,289,754 | 5,874 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,152,451 | 6,024 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $989,080 | 5,246 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $789,666 | 4,612 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $755,853 | 4,636 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $211,615 | 1,212 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $204,452 | 1,205 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||