Essex Financial Services, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1315785 ESSEX, CT

Position in AJG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$311,985

+$97,336 QoQ

Shares Held

1,359

+96.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#878

of 1,289 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $1,921,326 across 3 Insurance Brokers names. AJG ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,812	$1,135,356
2	AON	Aon plc	1,429	$473,985
3	AJG	Arthur J. Gallagher & Co. This page	1,359	$311,985

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,985	1,359	+96.1%	Shares	Sole	2026-08-10
2025-09-30	$214,649	693	—	Shares	Defined	2025-11-07
No filing history on record for this holder in this stock.