Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,351
-$18,216 QoQ
Shares Held
1,182
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#928
of 1,284 holders
Holding Since
Jun 2020
22 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, 2026KCM INVESTMENT ADVISORS LLC holds $476,335 across 2 Insurance Brokers names. AJG ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,182 | $271,351 | |
| 2 | AON |
Aon plc
|
618 | $204,984 |
All Filings in AJG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,351 | 1,182 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $289,567 | 1,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,314 | 1,145 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,076 | 1,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $346,689 | 1,083 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $376,656 | 1,091 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $307,125 | 1,082 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $305,005 | 1,084 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $287,574 | 1,109 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $277,294 | 1,109 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $243,994 | 1,085 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $252,774 | 1,109 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $244,820 | 1,115 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $240,859 | 1,259 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $231,527 | 1,228 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $204,607 | 1,195 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $210,218 | 1,204 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $210,051 | 1,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $206,177 | 1,387 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $505,973 | 4,090 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $253,603 | 2,402 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $222,764 | 2,285 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||