MassMutual Private Wealth & Trust, FSB
Position in AJG — Arthur J. Gallagher & Co.
CIK 1103653
Windsor, CT
Position in AJG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$213,729
+$1,481 QoQ
Shares Held
931
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 409 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. AJG ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,729 | 931 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $212,248 | 980 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $313,394 | 1,211 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $422,175 | 1,363 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $444,006 | 1,387 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $471,943 | 1,367 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $282,146 | 994 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $284,183 | 1,010 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $258,791 | 998 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $201,282 | 805 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $206,439 | 918 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $183,711 | 806 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $170,825 | 778 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $115,168 | 602 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $95,589 | 507 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $84,925 | 496 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $77,444 | 475 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $77,173 | 442 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $68,886 | 406 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $56,635 | 381 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,370 | 381 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $40,425 | 324 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $42,061 | 340 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $53,951 | 511 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,765 | 213 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $18,339 | 225 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||