COLDSTREAM CAPITAL MANAGEMENT INC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1082339 BELLEVUE, WA

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,215,357

+$164,395 QoQ

Shares Held

14,006

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#423

of 1,284 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,735,428 across 5 Insurance Brokers names. AJG ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	14,006	$3,215,357
2	BRO	Brown & Brown, Inc.	40,842	$2,620,014
3	MRSH	Marsh & Mclennan Companies, Inc.	10,931	$1,821,869
4	AON	Aon plc	5,022	$1,665,747
5	WTW	Willis Towers Watson PLC	1,578	$412,441

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,215,357	14,006	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$3,050,962	14,087	+3.9%	Shares	Sole	2026-05-08
2025-12-31	$3,509,968	13,563	-2.4%	Shares	Sole	2026-02-09
2025-09-30	$4,302,908	13,892	+1.3%	Shares	Sole	2025-11-19
2025-06-30	$4,392,046	13,720	+4.3%	Shares	Sole	2025-08-12
2025-03-31	$4,542,322	13,157	-5.0%	Shares	Sole	2025-05-13
2024-12-31	$3,932,174	13,853	+2.2%	Shares	Sole	2025-02-14
2024-09-30	$3,812,563	13,550	+6.9%	Shares	Sole	2024-11-18
2024-06-30	$3,286,754	12,675	+1.6%	Shares	Sole	2024-08-07
2024-03-31	$3,118,748	12,473	+20.4%	Shares	Sole	2024-05-14
2023-12-31	$2,329,082	10,357	+8.1%	Shares	Sole	2024-02-09
2023-09-30	$2,183,797	9,581	-20.0%	Shares	Sole	2023-11-02
2023-06-30	$2,629,570	11,976	-0.4%	Shares	Sole	2023-08-03
2023-03-31	$2,299,546	12,020	+1.0%	Shares	Sole	2023-05-15
2022-12-31	$2,243,814	11,901	+2.5%	Shares	Sole	2023-01-10
2022-06-30	$1,893,546	11,614	+5.5%	Shares	Sole	2022-08-08
2022-03-31	$1,921,473	11,005	-33.0%	Shares	Sole	2022-05-11
2021-12-31	$2,786,151	16,421	+90.7%	Shares	Sole	2022-02-11
2021-09-30	$1,280,322	8,613	-58.3%	Shares	Sole	2021-11-12
2021-06-30	$2,892,792	20,651	+107.9%	Shares	Sole	2021-08-16
2021-03-31	$1,239,215	9,932	+0.7%	Shares	Sole	2021-06-16
2020-12-31	$1,220,151	9,863	+22.7%	Shares	Sole	2021-02-16
2020-09-30	$848,652	8,038	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.