Choate Investment Advisors

Position in AJG — Arthur J. Gallagher & Co.

CIK 1399794 BOSTON, MA

Position in AJG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$517,450

+$12,819 QoQ

Shares Held

2,254

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#736

of 1,284 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $21,119,754 across 3 Insurance Brokers names. AJG ranks #2 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	121,874	$20,312,739
2	AJG	Arthur J. Gallagher & Co. This page	2,254	$517,450
3	AON	Aon plc	873	$289,565

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,450	2,254	-3.3%	Shares	Sole	2026-08-11
2026-03-31	$504,631	2,330	-0.3%	Shares	Sole	2026-05-13
2025-12-31	$604,533	2,336	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$722,313	2,332	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$744,599	2,326	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$807,516	2,339	-2.4%	Shares	Sole	2025-05-14
2024-12-31	$680,104	2,396	+62.3%	Shares	Sole	2025-02-10
2024-09-30	$415,302	1,476	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$390,780	1,507	+6.8%	Shares	Sole	2024-08-08
2024-03-31	$352,806	1,411	-1.7%	Shares	Sole	2024-05-07
2023-12-31	$322,702	1,435	+3.2%	Shares	Sole	2024-02-14
2023-09-30	$316,822	1,390	+14.4%	Shares	Sole	2023-10-30
2023-06-30	$266,777	1,215	+0.8%	Shares	Sole	2023-08-01
2023-03-31	$230,528	1,205	0.0%	Shares	Sole	2023-05-15
2022-12-31	$227,190	1,205	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.