Advisors Asset Management, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1297376
Monument, CO
Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$464,420
+$101,866 QoQ
Shares Held
2,023
+20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#770
of 1,284 holders
Holding Since
Mar 2020
24 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, 2026Advisors Asset Management, Inc. holds $5,749,892 across 4 Insurance Brokers names. AJG ranks #2 (8.1% of the industry book) .
All Filings in AJG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,420 | 2,023 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $362,554 | 1,674 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,099 | 893 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $134,117 | 433 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $135,680 | 478 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $736,063 | 2,616 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $875,949 | 3,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,279,204 | 5,116 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,994,235 | 8,868 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,318,731 | 10,173 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,886,106 | 8,590 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,006,841 | 10,490 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,957,233 | 10,381 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,941,463 | 11,339 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,933,328 | 11,858 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,768,108 | 15,854 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,354,884 | 19,773 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,402,895 | 22,892 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,804,012 | 27,156 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,692,568 | 29,595 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,048,657 | 32,727 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,016,052 | 38,038 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,941,813 | 40,433 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,283,385 | 40,282 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||