Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,739,137
-$184,190 QoQ
Shares Held
8,030
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026&PARTNERS holds $27,060,099 across 8 Insurance Brokers names. AJG ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
90,202 | $15,645,536 | |
| 2 | BRO |
Brown & Brown, Inc.
|
55,777 | $3,637,218 | |
| 3 | AON |
Aon plc
|
11,213 | $3,619,332 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
8,030 | $1,739,137 | |
| 5 | CRVL |
Corvel Corp
|
31,228 | $1,706,610 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
7,147 | $304,891 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,023 | $297,386 | |
| 8 | CRD-A |
Crawford & Co
|
11,032 | $109,989 |
All Filings in AJG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,739,137 | 8,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,923,327 | 7,432 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,213,711 | 7,147 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,690,873 | 5,282 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,300,519 | 3,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,175,990 | 4,143 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $927,958 | 3,298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,649 | 1,842 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||