Position in AJG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$498,134
-$97,083 QoQ
Shares Held
2,300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Phocas Financial Corp. holds $2,155,901 across 2 Insurance Brokers names. AJG ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GSHD |
Goosehead Insurance, Inc.
|
38,860 | $1,657,767 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,300 | $498,134 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,134 | 2,300 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $595,217 | 2,300 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $712,402 | 2,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $736,276 | 2,300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $794,052 | 2,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $652,855 | 2,300 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $647,151 | 2,300 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $596,413 | 2,300 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $575,092 | 2,300 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $517,224 | 2,300 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $524,239 | 2,300 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $505,011 | 2,300 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $440,013 | 2,300 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $650,463 | 3,450 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $590,709 | 3,450 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $562,488 | 3,450 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $602,370 | 3,450 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $585,361 | 3,450 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $512,842 | 3,450 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $483,276 | 3,450 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $430,456 | 3,450 | Shares | Sole | 2021-06-22 | |
| 2020-12-31 | $426,799 | 3,450 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $364,251 | 3,450 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $336,340 | 3,450 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $281,209 | 3,450 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||