J.W. COLE ADVISORS, INC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1404763 TAMPA, FL

Position in AJG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,211,211

-$342,564 QoQ

Shares Held

5,276

-12.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#563

of 1,284 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $2,856,755 across 5 Insurance Brokers names. AJG ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	5,276	$1,211,211
2	AON	Aon plc	2,275	$754,594
3	BRO	Brown & Brown, Inc.	6,554	$420,439
4	MRSH	Marsh & Mclennan Companies, Inc.	1,596	$266,005
5	ERIE	Erie Indemnity Co	853	$204,506

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,211,211	5,276	-12.1%	Shares	Sole	2026-07-21
2025-12-31	$1,553,775	6,004	-2.7%	Shares	Sole	2026-02-11
2025-09-30	$1,911,095	6,170	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$2,002,030	6,254	+13.9%	Shares	Sole	2025-08-12
2025-03-31	$1,895,367	5,490	+459.6%	Shares	Sole	2025-05-05
2024-12-31	$278,456	981	+1.7%	Shares	Sole	2025-01-31
2024-09-30	$271,522	965	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$248,937	960	-2.3%	Shares	Sole	2024-08-08
2024-03-31	$245,789	983	+4.7%	Shares	Sole	2024-04-30
2023-12-31	$211,162	939	-5.3%	Shares	Sole	2024-01-31
2023-09-30	$226,106	992	-1.9%	Shares	Sole	2023-10-24
2023-06-30	$221,985	1,011	-88.1%	Shares	Sole	2023-07-27
2020-09-30	$896,690	8,493	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.