Position in AJG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$337,008
-$6,921 QoQ
Shares Held
1,468
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#855
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PRIVATE TRUST CO NA holds $1,978,927 across 6 Insurance Brokers names. AJG ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,215 | $1,066,383 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,547 | $424,508 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,468 | $337,008 | |
| 4 | WTW |
Willis Towers Watson PLC
|
271 | $70,831 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,072 | $68,768 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
430 | $11,429 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,008 | 1,468 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $343,929 | 1,588 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $421,310 | 1,628 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $620,718 | 2,004 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $685,376 | 2,141 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $749,170 | 2,170 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $594,665 | 2,095 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $596,223 | 2,119 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $587,855 | 2,267 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $816,630 | 3,266 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $913,462 | 4,062 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $960,724 | 4,215 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $770,690 | 3,510 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $671,306 | 3,509 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $850,315 | 4,510 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $766,038 | 4,474 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $739,060 | 4,533 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $453,436 | 2,597 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $1,083,851 | 6,388 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $1,004,428 | 6,757 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $903,796 | 6,452 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $955,987 | 7,662 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $1,056,854 | 8,543 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $903,025 | 8,553 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $816,868 | 8,379 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $724,379 | 8,887 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||