Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,453,684
-$231,556 QoQ
Shares Held
6,712
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Jun 30, 2025CallValue
$7,202,700
CallShares
22,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026NOMURA HOLDINGS INC holds $41,564,732 across 6 Insurance Brokers names. AJG ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
1,543,018 | $33,853,814 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,312 | $2,482,415 | |
| 3 | AON |
Aon plc
|
6,317 | $2,039,000 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
6,712 | $1,453,684 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,254 | $1,236,637 | |
| 6 | BRO |
Brown & Brown, Inc.
|
7,655 | $499,182 |
All Filings in AJG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,453,684 | 6,712 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,685,240 | 6,512 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,365,174 | 7,636 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,202,700 | 22,500 | Call | Defined | 2025-08-18 | |
| 2025-06-30 | $542,923 | 1,696 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $2,775,729 | 8,040 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,335,233 | 8,227 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $819,160 | 3,159 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $432,819 | 1,731 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $978,677 | 4,352 | Shares | Defined | 2024-02-14 | |
| 2021-06-30 | $9,814,284 | 70,062 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $237,936 | 1,907 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $860,526 | 6,956 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,399,251 | 13,253 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,204,488 | 12,355 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||