HBK Sorce Advisory LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1379995 ERIE, PA

Position in AJG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$373,383

-$22,048 QoQ

Shares Held

1,724

+12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $6,119,454 across 3 Insurance Brokers names. AJG ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	16,071	$4,038,803
2	MRSH	Marsh & Mclennan Companies, Inc.	9,843	$1,707,268
3	AJG	Arthur J. Gallagher & Co. This page	1,724	$373,383

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$373,383	1,724	+12.8%	Shares	Sole	2026-05-11
2025-12-31	$395,431	1,528	+30.3%	Shares	Sole	2026-02-09
2025-09-30	$363,325	1,173	+2.7%	Shares	Sole	2025-10-16
2025-06-30	$365,577	1,142	-2.2%	Shares	Sole	2025-08-04
2025-03-31	$403,240	1,168	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$332,956	1,173	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$319,917	1,137	-4.4%	Shares	Sole	2024-11-12
2024-06-30	$308,319	1,189	+5.2%	Shares	Sole	2024-08-08
2024-03-31	$282,545	1,130	+0.7%	Shares	Sole	2024-05-09
2023-12-31	$252,315	1,122	-8.8%	Shares	Sole	2024-01-25
2023-09-30	$280,353	1,230	+3.9%	Shares	Sole	2023-11-06
2023-06-30	$259,970	1,184	+1.2%	Shares	Sole	2023-08-04
2023-03-31	$223,832	1,170	-80.6%	Shares	Sole	2023-08-15
2022-12-31	$1,138,781	6,040	+117.4%	Shares	Sole	2023-02-09
2022-09-30	$475,649	2,778	+2.6%	Shares	Sole	2022-11-14
2021-12-31	$459,466	2,708	0.0%	Shares	Sole	2022-02-15
2021-09-30	$402,544	2,708	-8.0%	Shares	Sole	2021-11-15
2021-06-30	$412,255	2,943	-0.3%	Shares	Sole	2021-08-12
2021-03-31	$368,445	2,953	+1.1%	Shares	Sole	2021-05-14
2020-12-31	$361,356	2,921	-5.2%	Shares	Sole	2021-02-12
2020-09-30	$325,291	3,081	+3.9%	Shares	Sole	2020-11-13
2020-06-30	$289,155	2,966	-30.7%	Shares	Sole	2020-08-14
2020-03-31	$348,618	4,277	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.