BOK Financial Private Wealth, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1317348 DENVER, CO

Position in AJG

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

Position Value

$918

-$9,005 QoQ

Shares Held

-87.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,260

of 1,284 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $324,786 across 6 Insurance Brokers names. AJG ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	4,926	$316,002
2	MRSH	Marsh & Mclennan Companies, Inc.	19	$3,166
3	AON	Aon plc	8	$2,653
4	WTW	Willis Towers Watson PLC	6	$1,568
5	AJG	Arthur J. Gallagher & Co. This page	4	$918
6	ERIE	Erie Indemnity Co	2	$479

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$918	4	-87.1%	Shares	Sole	2026-08-10
2025-06-30	$9,923	31	+675.0%	Shares	Sole	2025-08-07
2024-12-31	$1,135	4	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.