Ballentine Partners, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1374889 Waltham, MA

Position in AJG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$640,040

-$119,504 QoQ

Shares Held

2,788

-20.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#692

of 1,284 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $3,077,473 across 5 Insurance Brokers names. AJG ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,955	$1,159,188
2	AJG	Arthur J. Gallagher & Co. This page	2,788	$640,040
3	AON	Aon plc	1,869	$619,927
4	ERIE	Erie Indemnity Co	1,644	$394,149
5	BRO	Brown & Brown, Inc.	4,118	$264,169

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,040	2,788	-20.5%	Shares	Sole	2026-07-17
2026-03-31	$759,544	3,507	+118.8%	Shares	Other	2026-05-14
2025-12-31	$414,839	1,603	-27.7%	Shares	Sole	2026-02-03
2025-09-30	$686,383	2,216	+25.9%	Shares	Other	2025-11-03
2025-06-30	$563,410	1,760	+9.3%	Shares	Other	2025-07-15
2025-03-31	$555,836	1,610	+32.6%	Shares	Other	2025-05-01
2024-12-31	$344,593	1,214	+4.2%	Shares	Other	2025-01-16
2024-09-30	$327,796	1,165	+7.2%	Shares	Other	2024-10-23
2024-06-30	$281,869	1,087	+25.1%	Shares	Other	2024-08-06
2024-03-31	$217,284	869	—	Shares	Other	2024-04-11
No filing history on record for this holder in this stock.