Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,123,103
+$5,139,419 QoQ
Shares Held
179,131
+7.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $168,893,343 across 10 Insurance Brokers names. AJG ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
|
18,576 | $1,161,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
3,559 | $853,270 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
22,693 | $603,179 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,123,103 | 179,131 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,983,684 | 166,145 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $52,873,902 | 204,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $67,495,133 | 217,909 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $76,458,741 | 238,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,810,881 | 225,382 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $51,794,109 | 182,470 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $36,232,859 | 128,773 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,740,105 | 110,833 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $26,900,053 | 107,583 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $19,294,479 | 85,799 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,575,910 | 77,111 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,653,067 | 75,844 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,045,620 | 68,191 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,596,939 | 72,117 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,300,348 | 65,999 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,160,000 | 62,316 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,436,606 | 54,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,609,769 | 56,638 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,254,683 | 55,531 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,335,009 | 52,363 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,583,988 | 52,769 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,387,889 | 51,636 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,726,499 | 44,767 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,338,499 | 44,502 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,148,568 | 38,628 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||