STRATEGY ASSET MANAGERS LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1166716 PASADENA, CA

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,970,204

+$533,447 QoQ

Shares Held

30,362

+2.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#313

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $14,607,116 across 3 Insurance Brokers names. AJG ranks #2 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	22,023	$7,304,808
2	AJG	Arthur J. Gallagher & Co. This page	30,362	$6,970,204
3	BRO	Brown & Brown, Inc.	5,177	$332,104

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,970,204	30,362	+2.2%	Shares	Sole	2026-08-14
2026-03-31	$6,436,757	29,720	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$7,660,960	29,603	+2.9%	Shares	Sole	2026-02-11
2025-09-30	$8,913,078	28,776	-3.9%	Shares	Sole	2025-11-04
2025-06-30	$9,582,151	29,933	+2.3%	Shares	Sole	2025-08-07
2025-03-31	$10,102,758	29,263	-3.4%	Shares	Sole	2025-05-09
2024-12-31	$8,601,222	30,302	-1.2%	Shares	Sole	2025-02-12
2024-09-30	$8,630,180	30,672	-14.2%	Shares	Sole	2024-11-08
2024-06-30	$9,266,961	35,737	+12.9%	Shares	Sole	2024-08-02
2024-03-31	$7,914,266	31,652	+2.8%	Shares	Sole	2024-04-25
2023-12-31	$6,920,906	30,776	-0.5%	Shares	Sole	2024-02-12
2023-09-30	$7,049,191	30,927	-13.5%	Shares	Sole	2023-11-13
2023-06-30	$7,846,773	35,737	+2.8%	Shares	Sole	2023-08-25
2023-03-31	$6,647,639	34,748	+4.8%	Shares	Sole	2023-05-02
2022-12-31	$6,249,158	33,145	-4.5%	Shares	Sole	2023-01-13
2022-09-30	$5,944,929	34,721	-16.7%	Shares	Sole	2022-10-11
2022-06-30	$6,795,670	41,681	+0.8%	Shares	Sole	2022-07-13
2022-03-31	$7,216,741	41,333	+3.1%	Shares	Sole	2022-04-11
2021-12-31	$6,802,918	40,095	-5.4%	Shares	Sole	2022-01-14
2021-09-30	$6,302,462	42,398	-0.4%	Shares	Sole	2021-12-14
2021-06-30	$5,960,263	42,549	+1.5%	Shares	Sole	2021-08-04
2021-03-31	$5,231,231	41,927	-12.1%	Shares	Sole	2021-05-12
2020-12-31	$5,898,369	47,679	-5.6%	Shares	Sole	2021-02-10
2020-09-30	$5,330,311	50,486	+17.3%	Shares	Sole	2020-11-03
2020-06-30	$4,195,774	43,038	+0.8%	Shares	Sole	2020-08-10
2020-03-31	$3,479,091	42,683	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.