Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,213
+$1,264 QoQ
Shares Held
14
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,226
of 1,284 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARD ASSOCIATES INC holds $4,505,923 across 2 Insurance Brokers names. AJG ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIFE |
Ethos Technologies Inc.
|
248,220 | $4,502,710 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
14 | $3,213 |
All Filings in AJG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,213 | 14 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,949 | 9 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||