PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in AJG — Arthur J. Gallagher & Co.

CIK 12600 DES MOINES, IA

Position in AJG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,177,255

+$2,195,765 QoQ

Shares Held

18,196

+98.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#386

of 1,284 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $7,617,460 across 4 Insurance Brokers names. AJG ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	18,196	$4,177,255
2	MRSH	Marsh & Mclennan Companies, Inc.	8,708	$1,451,362
3	AON	Aon plc	4,140	$1,373,196
4	BRO	Brown & Brown, Inc.	9,597	$615,647

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,177,255	18,196	+98.9%	Shares	Sole	2026-08-04
2026-03-31	$1,981,490	9,149	-23.8%	Shares	Sole	2026-05-13
2025-12-31	$3,106,773	12,005	-14.2%	Shares	Sole	2026-02-12
2025-09-30	$4,334,811	13,995	+8.9%	Shares	Sole	2025-11-12
2025-06-30	$4,112,581	12,847	+13.5%	Shares	Sole	2025-08-11
2025-03-31	$3,907,081	11,317	0.0%	Shares	Sole	2025-04-30
2024-12-31	$3,212,330	11,317	+29.5%	Shares	Sole	2025-01-30
2024-09-30	$2,459,455	8,741	+8.9%	Shares	Sole	2024-10-28
2024-06-30	$2,080,962	8,025	+11.7%	Shares	Sole	2024-07-31
2024-03-31	$1,796,287	7,184	+26.2%	Shares	Sole	2024-05-10
2023-12-31	$1,280,241	5,693	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.