Position in AJG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$392,105
+$22,187 QoQ
Shares Held
1,708
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#819
of 1,284 holders
Holding Since
Mar 2021
22 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, 2026Obermeyer Wealth Partners holds $32,909,002 across 2 Insurance Brokers names. AJG ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
98,034 | $32,516,897 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,708 | $392,105 |
All Filings in AJG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,105 | 1,708 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $369,918 | 1,708 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $450,294 | 1,740 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $545,452 | 1,761 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $557,008 | 1,740 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $601,062 | 1,741 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $511,781 | 1,803 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $488,739 | 1,737 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $450,421 | 1,737 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $434,319 | 1,737 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $389,492 | 1,732 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $394,774 | 1,732 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $380,295 | 1,732 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $331,348 | 1,732 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $326,551 | 1,732 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $296,553 | 1,732 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $282,385 | 1,732 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $302,407 | 1,732 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $293,868 | 1,732 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $252,705 | 1,700 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $238,136 | 1,700 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $212,109 | 1,700 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||