Welch & Forbes LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 105495 Boston, MA

Position in AJG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$63,520,315

-$12,635,888 QoQ

Shares Held

293,288

-0.3% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90.49125773983252.ToString("F0")% Shared 0.ToString("F0")% None 9.50874226016748.ToString("F0")%

Financial Services · as of Mar 31, 2026

Welch & Forbes LLC holds $64,697,867 across 2 Insurance Brokers names. AJG ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AJG	Arthur J. Gallagher & Co. This page	293,288	$63,520,315
2	MRSH	Marsh & Mclennan Companies, Inc.	6,789	$1,177,552

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$63,520,315	293,288	-0.3%	Shares	Sole	2026-05-01
2025-12-31	$76,156,203	294,278	+0.5%	Shares	Sole	2026-02-10
2025-09-30	$90,682,579	292,770	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$94,304,470	294,591	-1.1%	Shares	Sole	2025-08-05
2025-03-31	$102,842,162	297,886	-0.8%	Shares	Sole	2025-05-02
2024-12-31	$85,195,022	300,141	-0.9%	Shares	Sole	2025-02-07
2024-09-30	$85,187,018	302,758	-1.0%	Shares	Sole	2024-11-04
2024-06-30	$79,284,551	305,752	-1.5%	Shares	Sole	2024-08-02
2024-03-31	$77,617,666	310,421	+3.1%	Shares	Sole	2024-05-03
2023-12-31	$67,717,664	301,128	+2.2%	Shares	Sole	2024-02-06
2023-09-30	$67,159,574	294,650	-0.7%	Shares	Sole	2023-11-03
2023-06-30	$65,149,492	296,714	-0.9%	Shares	Sole	2023-07-28
2023-03-31	$57,269,605	299,355	+1.8%	Shares	Sole	2023-04-14
2022-12-31	$55,451,122	294,108	-1.0%	Shares	Sole	2023-02-02
2022-09-30	$50,874,598	297,130	+0.3%	Shares	Other	2022-10-31
2022-06-30	$48,298,969	296,240	+0.6%	Shares	Other	2022-07-22
2022-03-31	$51,413,239	294,463	+2.9%	Shares	Other	2022-04-25
2021-12-31	$48,541,738	286,095	-0.2%	Shares	Sole	2022-01-19
2021-09-30	$42,616,617	286,691	+2.0%	Shares	Other	2021-10-13
2021-06-30	$39,375,087	281,090	+11.4%	Shares	Sole	2021-07-22
2021-03-31	$31,472,608	252,245	+2.2%	Shares	Sole	2021-04-14
2020-12-31	$30,529,896	246,786	+8.0%	Shares	Other	2021-01-20
2020-09-30	$24,128,197	228,530	+14.8%	Shares	Other	2020-10-23
2020-06-30	$19,402,654	199,022	+22.5%	Shares	Sole	2020-07-15
2020-03-31	$13,240,321	162,438	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.