EVERGREEN CAPITAL MANAGEMENT LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1260824 Bellevue, WA

Position in AJG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$772,962

+$209,639 QoQ

Shares Held

3,367

+29.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#650

of 1,284 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 1% Shared 98% None 1%

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $4,961,675 across 6 Insurance Brokers names. AJG ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,867	$1,477,862
2	BRO	Brown & Brown, Inc.	14,849	$952,562
3	AON	Aon plc	2,796	$927,404
4	AJG	Arthur J. Gallagher & Co. This page	3,367	$772,962
5	ERIE	Erie Indemnity Co	2,034	$487,651
6	CRVL	Corvel Corp	5,490	$343,234

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,962	3,367	+29.5%	Shares	Sole	2026-07-23
2026-03-31	$563,323	2,601	+168.1%	Shares	Sole	2026-05-14
2025-09-30	$300,447	970	+25.5%	Shares	Sole	2025-10-28
2025-06-30	$247,452	773	+0.8%	Shares	Other	2025-08-14
2025-03-31	$264,798	767	+4.4%	Shares	Sole	2025-05-15
2024-12-31	$208,628	735	+0.4%	Shares	Other	2025-02-13
2024-09-30	$205,962	732	—	Shares	Other	2024-11-14
No filing history on record for this holder in this stock.