WestEnd Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1351731 CHARLOTTE, NC

Position in AJG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,066

+$334 QoQ

Shares Held

+12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,250

of 1,289 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WestEnd Advisors, LLC holds $8,717 across 6 Insurance Brokers names. AJG ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	16	$2,666
2	AON	Aon plc	7	$2,321
3	AJG	Arthur J. Gallagher & Co. This page	9	$2,066
4	WTW	Willis Towers Watson PLC	3	$784
5	BRO	Brown & Brown, Inc.	10	$641
6	ERIE	Erie Indemnity Co	1	$239

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,066	9	+12.5%	Shares	Sole	2026-07-22
2026-03-31	$1,732	8	0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,070	8	+33.3%	Shares	Sole	2026-01-27
2025-09-30	$1,858	6	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,920	6	-14.3%	Shares	Sole	2025-07-23
2025-03-31	$2,416	7	+250.0%	Shares	Sole	2025-04-25
2024-12-31	$567	2	0.0%	Shares	Sole	2025-01-28
2024-09-30	$562	2	+100.0%	Shares	Sole	2024-10-25
2024-06-30	$259	1	0.0%	Shares	Sole	2024-07-29
2024-03-31	$250	1	-50.0%	Shares	Sole	2024-05-07
2022-03-31	$349	2	0.0%	Principal	Other	2022-04-26
2021-12-31	$339	2	—	Shares	Sole	2022-01-14
2021-09-30	$297	2	0.0%	Principal	Sole	2021-10-26
2021-06-30	$280	2	—	Principal	Sole	2021-07-15
No filing history on record for this holder in this stock.