D.A. DAVIDSON & CO.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1080107 GREAT FALLS, MT

Position in AJG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$699,958

-$7,392 QoQ

Shares Held

3,049

-6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#664

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $7,314,041 across 5 Insurance Brokers names. AJG ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	18,764	$4,904,346
2	AJG	Arthur J. Gallagher & Co. This page	3,049	$699,958
3	MRSH	Marsh & Mclennan Companies, Inc.	4,182	$697,013
4	AON	Aon plc	1,950	$646,795
5	CRVL	Corvel Corp	5,853	$365,929

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,958	3,049	-6.6%	Shares	Sole	2026-07-24
2026-03-31	$707,350	3,266	-4.8%	Shares	Sole	2026-05-05
2025-12-31	$887,649	3,430	+17.1%	Shares	Sole	2026-01-29
2025-09-30	$907,538	2,930	+1.3%	Shares	Sole	2025-10-22
2025-06-30	$925,787	2,892	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$986,350	2,857	-2.8%	Shares	Sole	2025-04-28
2024-12-31	$834,519	2,940	+3.3%	Shares	Sole	2025-01-31
2024-09-30	$800,497	2,845	+1.1%	Shares	Sole	2024-11-13
2024-06-30	$729,957	2,815	-4.1%	Shares	Sole	2024-08-01
2024-03-31	$733,617	2,934	+1.2%	Shares	Sole	2024-05-13
2023-12-31	$651,927	2,899	+28.6%	Shares	Sole	2024-02-09
2023-09-30	$513,754	2,254	-0.0%	Shares	Sole	2023-11-08
2023-06-30	$495,130	2,255	+1.1%	Shares	Sole	2023-08-11
2023-03-31	$426,621	2,230	+4.9%	Shares	Sole	2023-04-25
2022-12-31	$400,647	2,125	-1.0%	Shares	Sole	2023-02-03
2022-09-30	$367,609	2,147	+0.6%	Shares	Sole	2022-11-07
2022-06-30	$348,090	2,135	+0.4%	Shares	Sole	2022-07-28
2022-03-31	$371,199	2,126	-10.4%	Shares	Sole	2022-05-12
2021-12-31	$402,457	2,372	+3.4%	Shares	Sole	2022-01-31
2021-09-30	$340,854	2,293	+1.9%	Shares	Sole	2021-11-15
2021-06-30	$315,180	2,250	0.0%	Shares	Sole	2021-08-10
2021-03-31	$280,732	2,250	0.0%	Shares	Sole	2021-05-07
2020-12-31	$278,347	2,250	0.0%	Shares	Sole	2021-02-10
2020-09-30	$237,555	2,250	-28.6%	Shares	Sole	2020-11-02
2020-06-30	$307,093	3,150	0.0%	Shares	Sole	2020-08-10
2020-03-31	$256,756	3,150	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.