PRINCIPAL FINANCIAL GROUP INC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1126328
DES MOINES, IA
Position in AJG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$802,300,315
+$100,128,898 QoQ
Shares Held
3,494,796
+7.8% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#12
of 1,289 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,056,991,337 across 8 Insurance Brokers names. AJG ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
15,721,830 | $1,008,555,393 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
3,494,796 | $802,300,315 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
604,724 | $100,789,348 | |
| 4 | AON |
Aon plc
|
260,063 | $86,260,294 | |
| 5 | WTW |
Willis Towers Watson PLC
|
114,472 | $29,919,546 | |
| 6 | CRVL |
Corvel Corp
|
181,994 | $11,378,264 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
221,310 | $10,733,534 | |
| 8 | ERIE |
Erie Indemnity Co
|
29,425 | $7,054,643 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,300,315 | 3,494,796 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $702,171,417 | 3,242,088 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $733,137,317 | 2,832,943 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $887,958,293 | 2,866,786 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $727,729,754 | 2,273,303 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $714,875,002 | 2,070,661 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $568,618,820 | 2,003,237 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $249,236,419 | 885,796 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $69,348,309 | 267,434 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $67,735,835 | 270,900 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $59,741,619 | 265,660 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $62,161,296 | 272,721 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $60,037,463 | 273,432 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $53,566,991 | 280,001 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $51,605,471 | 273,711 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $48,723,047 | 284,564 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $45,792,066 | 280,864 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $46,622,738 | 267,026 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $46,610,045 | 274,710 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $43,581,206 | 293,180 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $41,294,323 | 294,791 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $33,570,990 | 269,063 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $32,941,869 | 266,283 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $30,071,717 | 284,824 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $29,326,648 | 300,817 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $23,205,489 | 284,695 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||