Position in AJG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$18,668,762
-$320,213 QoQ
Shares Held
86,198
+17.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ASSETMARK, INC holds $154,781,917 across 8 Insurance Brokers names. AJG ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
628,686 | $109,045,586 | |
| 2 | AON |
Aon plc
|
80,499 | $25,983,467 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
86,198 | $18,668,762 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
26,293 | $576,868 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,095 | $318,316 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,628 | $171,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
67 | $16,837 | |
| 8 | CRVL |
Corvel Corp
|
13 | $710 |
All Filings in AJG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,668,762 | 86,198 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,988,975 | 73,376 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,695,269 | 73,272 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,986,308 | 40,567 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,016,793 | 29,014 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,395,701 | 15,486 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,682,851 | 13,089 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,172,657 | 12,235 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,570,661 | 10,281 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,583,155 | 7,040 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $959,129 | 4,208 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $927,024 | 4,222 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,101,754 | 5,759 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $987,949 | 5,240 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $762,613 | 4,454 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $445,751 | 2,734 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $200,615 | 1,149 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $71,431 | 421 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,635 | 85 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $527 | 5 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $487 | 5 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $191,548 | 2,350 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||