OPPENHEIMER ASSET MANAGEMENT INC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1269119 NEW YORK, NY

Position in AJG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$398,073

-$5,383,036 QoQ

Shares Held

1,838

-91.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Mar 31, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $27,135,434 across 5 Insurance Brokers names. AJG ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	95,968	$16,645,646
2	AON	Aon plc	26,392	$8,518,809
3	GSHD	Goosehead Insurance, Inc.	27,473	$1,171,996
4	BRO	Brown & Brown, Inc.	6,148	$400,910
5	AJG	Arthur J. Gallagher & Co. This page	1,838	$398,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$398,073	1,838	-91.8%	Shares	Other	2026-04-24
2025-12-31	$5,781,109	22,339	-47.9%	Shares	Other	2026-02-02
2025-09-30	$13,289,084	42,904	-1.1%	Shares	Other	2025-11-06
2025-06-30	$13,889,686	43,389	-8.8%	Shares	Other	2025-07-31
2025-03-31	$16,418,922	47,558	-2.9%	Shares	Other	2025-04-23
2024-12-31	$13,907,513	48,996	+6.1%	Shares	Other	2025-02-05
2024-09-30	$12,994,228	46,182	+0.4%	Shares	Other	2024-11-05
2024-06-30	$11,929,814	46,006	+34.0%	Shares	Other	2024-08-08
2024-03-31	$8,582,372	34,324	-8.6%	Shares	Other	2024-05-07
2023-12-31	$8,448,965	37,571	+16.9%	Shares	Other	2024-02-13
2023-09-30	$7,325,440	32,139	+115.9%	Shares	Other	2023-11-08
2023-06-30	$3,267,860	14,883	+2.4%	Shares	Other	2023-08-03
2023-03-31	$2,779,925	14,531	+1017.8%	Shares	Other	2023-05-10
2022-12-31	$245,102	1,300	-25.4%	Shares	Other	2023-02-07
2022-09-30	$298,265	1,742	+12.6%	Shares	Other	2022-11-14
2022-06-30	$252,222	1,547	-2.1%	Shares	Other	2022-08-08
2022-03-31	$275,868	1,580	-67.0%	Shares	Other	2022-05-12
2021-12-31	$811,531	4,783	+2.0%	Shares	Other	2022-02-02
2021-09-30	$697,317	4,691	+0.8%	Shares	Other	2021-11-12
2021-06-30	$652,212	4,656	-28.3%	Shares	Other	2021-08-03
2021-03-31	$809,757	6,490	+4.0%	Shares	Other	2021-05-17
2020-12-31	$771,950	6,240	-2.0%	Shares	Other	2021-02-11
2020-09-30	$672,016	6,365	-1.4%	Shares	Other	2020-11-13
2020-06-30	$629,590	6,458	-1.8%	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.