Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,474,312
+$1,396,228 QoQ
Shares Held
15,134
+57.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#410
of 1,284 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. AJG ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
30,460 | $10,103,277 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,942 | $4,323,753 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
15,134 | $3,474,312 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,770 | $2,292,214 | |
| 5 | BRO |
Brown & Brown, Inc.
|
20,016 | $1,284,026 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
38,563 | $1,025,004 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,570 | $616,157 |
All Filings in AJG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,474,312 | 15,134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,078,084 | 9,595 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,611,967 | 10,093 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,357,891 | 10,841 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,724,330 | 14,758 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $4,438,060 | 12,855 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,503,844 | 12,344 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,446,782 | 12,250 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,035,742 | 11,707 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,826,952 | 11,306 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,188,307 | 9,731 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,107,896 | 9,248 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,735,920 | 7,906 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $723,917 | 3,784 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $716,640 | 3,801 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $660,737 | 3,859 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $624,280 | 3,829 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $671,686 | 3,847 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $638,807 | 3,765 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||