MOTCO

Position in AJG — Arthur J. Gallagher & Co.

CIK 1306333 SAN ANTONIO, TX

Position in AJG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$27,089

+$2,833 QoQ

Shares Held

118

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,138

of 1,284 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOTCO holds $14,607,941 across 5 Insurance Brokers names. AJG ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31,056	$10,300,963
2	MRSH	Marsh & Mclennan Companies, Inc.	25,673	$4,278,918
3	AJG	Arthur J. Gallagher & Co. This page	118	$27,089
4	WTW	Willis Towers Watson PLC	2	$522
5	BRO	Brown & Brown, Inc.	7	$449

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,089	118	+5.4%	Shares	Sole	2026-07-31
2026-03-31	$24,256	112	0.0%	Shares	Sole	2026-04-22
2025-12-31	$28,984	112	0.0%	Shares	Sole	2026-02-06
2025-09-30	$34,690	112	0.0%	Shares	Sole	2025-10-22
2025-06-30	$35,853	112	0.0%	Shares	Sole	2025-08-01
2025-03-31	$38,666	112	+700.0%	Shares	Sole	2025-05-07
2024-12-31	$3,973	14	+366.7%	Shares	Sole	2025-02-05
2023-12-31	$674	3	0.0%	Shares	Sole	2024-02-09
2023-09-30	$683	3	0.0%	Shares	Sole	2023-11-07
2023-06-30	$658	3	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.