Carlson Capital, L.P.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1056973 DALLAS, TX

Position in AJG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$344,355

-$2,173 QoQ

Shares Held

1,500

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#845

of 1,284 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carlson Capital, L.P. holds $1,273,193 across 4 Insurance Brokers names. AJG ranks #1 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	1,500	$344,355
2	MRSH	Marsh & Mclennan Companies, Inc.	1,900	$316,673
3	WTW	Willis Towers Watson PLC	1,200	$313,644
4	AON	Aon plc	900	$298,521

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,355	1,500	-6.2%	Shares	Sole	2026-08-12
2026-03-31	$346,528	1,600	+128.6%	Shares	Sole	2026-05-28
2025-09-30	$216,818	700	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.