HANTZ FINANCIAL SERVICES, INC.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1071061
SOUTHFIELD, MI
Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,182,083
+$94,619 QoQ
Shares Held
22,573
-3.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#353
of 1,289 holders
Holding Since
Mar 2020
26 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $20,181,362 across 8 Insurance Brokers names. AJG ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,282 | $8,380,500 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
22,573 | $5,182,083 | |
| 3 | AON |
Aon plc
|
14,673 | $4,866,887 | |
| 4 | BRO |
Brown & Brown, Inc.
|
11,561 | $741,638 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,628 | $390,313 | |
| 6 | CRVL |
Corvel Corp
|
5,473 | $342,171 | |
| 7 | WTW |
Willis Towers Watson PLC
|
895 | $233,926 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
904 | $43,844 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,182,083 | 22,573 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,087,464 | 23,490 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,831,020 | 26,396 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,862,431 | 31,841 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,313,681 | 35,342 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,280,347 | 38,467 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,311,149 | 50,418 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,618,859 | 51,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,786,475 | 53,166 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,058,339 | 52,225 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $12,412,926 | 55,198 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $13,465,192 | 59,076 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $11,703,739 | 53,303 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $10,194,909 | 53,290 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $9,908,154 | 52,552 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $8,178,836 | 47,768 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $7,597,337 | 46,598 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $7,749,621 | 44,385 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $7,055,217 | 41,582 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $5,851,755 | 39,366 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $4,548,817 | 32,473 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $3,886,710 | 31,151 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $3,882,514 | 31,384 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,350,898 | 31,738 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $3,145,709 | 32,267 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $2,588,431 | 31,756 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||