Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,347,353
+$608,216 QoQ
Shares Held
10,225
+27.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 1,289 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026&PARTNERS holds $29,156,490 across 8 Insurance Brokers names. AJG ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
86,395 | $14,399,454 | |
| 2 | BRO |
Brown & Brown, Inc.
|
81,364 | $5,219,500 | |
| 3 | AON |
Aon plc
|
13,005 | $4,313,628 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
10,225 | $2,347,353 | |
| 5 | CRVL |
Corvel Corp
|
31,780 | $1,986,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,774 | $463,670 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,472 | $265,392 | |
| 8 | CRD-A |
Crawford & Co
|
14,251 | $160,608 |
All Filings in AJG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347,353 | 10,225 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||