ALBION FINANCIAL GROUP /UT
Position in AJG — Arthur J. Gallagher & Co.
CIK 1054677
SALT LAKE CITY, UT
Position in AJG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,984
-$48 QoQ
Shares Held
13
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,230
of 1,284 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $42,934 across 3 Insurance Brokers names. AJG ranks #3 (7.0% of the industry book) .
All Filings in AJG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,984 | 13 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,032 | 14 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,364 | 13 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,026 | 13 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,161 | 13 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,488 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,690 | 13 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,657 | 13 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,371 | 13 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,250 | 13 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,248 | 10 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,279 | 10 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,195 | 10 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,913 | 10 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,885 | 10 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,712 | 10 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,630 | 10 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,539 | 26 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,393 | 20 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||