OPPENHEIMER ASSET MANAGEMENT INC.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1269119
NEW YORK, NY
Position in AJG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$359,505
-$38,568 QoQ
Shares Held
1,566
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#834
of 1,291 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $18,156,147 across 6 Insurance Brokers names. AJG ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
84,280 | $14,046,945 | |
| 2 | AON |
Aon plc
|
4,871 | $1,615,660 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
27,086 | $1,313,670 | |
| 4 | BRO |
Brown & Brown, Inc.
|
8,748 | $561,183 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,566 | $359,505 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,864 | $259,184 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,505 | 1,566 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $398,073 | 1,838 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $5,781,109 | 22,339 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $13,289,084 | 42,904 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $13,889,686 | 43,389 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $16,418,922 | 47,558 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $13,907,513 | 48,996 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $12,994,228 | 46,182 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $11,929,814 | 46,006 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $8,582,372 | 34,324 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $8,448,965 | 37,571 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,325,440 | 32,139 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,267,860 | 14,883 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,779,925 | 14,531 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $245,102 | 1,300 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $298,265 | 1,742 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $252,222 | 1,547 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $275,868 | 1,580 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $811,531 | 4,783 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $697,317 | 4,691 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $652,212 | 4,656 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $809,757 | 6,490 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $771,950 | 6,240 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $672,016 | 6,365 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $629,590 | 6,458 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $535,928 | 6,575 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||