GREENLEAF TRUST

Position in AJG — Arthur J. Gallagher & Co.

CIK 1162170 KALAMAZOO, MI

Position in AJG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$585,173

+$22,716 QoQ

Shares Held

2,549

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#712

of 1,289 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

GREENLEAF TRUST holds $3,620,835 across 5 Insurance Brokers names. AJG ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	7,282	$1,213,690
2	AON	Aon plc	3,342	$1,108,507
3	AJG	Arthur J. Gallagher & Co. This page	2,549	$585,173
4	BRO	Brown & Brown, Inc.	7,459	$478,494
5	WTW	Willis Towers Watson PLC	899	$234,971

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$585,173	2,549	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$562,457	2,597	-7.6%	Shares	Sole	2026-04-27
2025-12-31	$727,716	2,812	-18.8%	Shares	Sole	2026-01-21
2025-09-30	$1,072,629	3,463	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$1,105,054	3,452	-7.5%	Shares	Sole	2025-07-17
2025-03-31	$1,288,090	3,731	+12.7%	Shares	Sole	2025-04-30
2024-12-31	$939,543	3,310	+1.1%	Shares	Defined	2025-01-24
2024-09-30	$921,205	3,274	+1.3%	Shares	Defined	2024-10-22
2024-06-30	$837,830	3,231	+2.5%	Shares	Defined	2024-07-22
2024-03-31	$788,126	3,152	-4.0%	Shares	Defined	2024-04-29
2023-12-31	$738,056	3,282	+10.6%	Shares	Defined	2024-01-31
2023-09-30	$676,268	2,967	+1.4%	Shares	Defined	2023-11-09
2023-06-30	$642,242	2,925	-3.9%	Shares	Defined	2023-08-09
2023-03-31	$582,347	3,044	+0.3%	Shares	Defined	2023-05-11
2022-12-31	$572,030	3,034	+6.8%	Shares	Defined	2023-01-25
2022-09-30	$486,264	2,840	+21.1%	Shares	Defined	2022-11-10
2022-06-30	$382,491	2,346	+15.9%	Shares	Defined	2022-08-12
2022-03-31	$353,390	2,024	+10.0%	Shares	Defined	2022-04-27
2021-12-31	$312,192	1,840	+15.4%	Shares	Defined	2022-02-11
2021-09-30	$236,948	1,594	+8.1%	Shares	Defined	2021-11-12
2021-06-30	$206,618	1,475	—	Shares	Defined	2021-08-10
No filing history on record for this holder in this stock.