ENVESTNET ASSET MANAGEMENT INC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1407543 Berwyn, PA

Position in AJG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$211,674,246

-$104,574,897 QoQ

Shares Held

977,349

-20.0% QoQ

Ownership

0.380%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $615,363,043 across 11 Insurance Brokers names. AJG ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	977,349	$211,674,246
2	MRSH	Marsh & Mclennan Companies, Inc.	1,133,483	$196,602,626
3	AON	Aon plc	423,209	$136,603,401
4	BRO	Brown & Brown, Inc.	521,540	$34,009,623
5	WTW	Willis Towers Watson PLC	62,166	$18,071,656
6	CRVL	Corvel Corp	101,160	$5,528,394
7	ERIE	Erie Indemnity Co	19,965	$5,017,404
8	GSHD	Goosehead Insurance, Inc.	83,240	$3,551,018

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$211,674,246	977,349	-20.0%	Shares	Sole	2026-05-04
2025-12-31	$316,249,143	1,222,030	-13.6%	Shares	Sole	2026-02-10
2025-09-30	$438,003,334	1,414,100	+1.2%	Shares	Sole	2025-11-05
2025-06-30	$447,277,426	1,397,218	-2.0%	Shares	Sole	2025-08-01
2025-03-31	$492,300,501	1,425,966	-3.5%	Shares	Sole	2025-04-29
2024-12-31	$419,545,627	1,478,054	+4.0%	Shares	Sole	2025-02-13
2024-09-30	$399,897,112	1,421,250	+0.8%	Shares	Sole	2024-11-07
2024-06-30	$365,717,599	1,410,349	+3.7%	Shares	Sole	2024-08-08
2024-03-31	$339,979,137	1,359,699	+6.4%	Shares	Sole	2024-05-13
2023-12-31	$287,452,185	1,278,247	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$293,879,266	1,289,340	+26.6%	Shares	Sole	2023-11-13
2023-06-30	$223,547,510	1,018,115	-1.0%	Shares	Sole	2023-08-04
2023-03-31	$196,835,989	1,028,885	+7.6%	Shares	Sole	2023-05-11
2022-12-31	$180,360,380	956,616	+0.6%	Shares	Sole	2023-02-07
2022-09-30	$162,828,507	950,990	+16.9%	Shares	Sole	2022-11-10
2022-06-30	$132,598,312	813,287	+2.2%	Shares	Sole	2022-08-03
2022-03-31	$138,936,902	795,744	-4.7%	Shares	Sole	2022-05-04
2021-12-31	$141,613,877	834,643	+11.8%	Shares	Sole	2022-02-04
2021-09-30	$110,929,913	746,249	+4.2%	Shares	Sole	2021-10-07
2021-06-30	$100,275,987	715,848	+4.7%	Shares	Sole	2021-08-04
2021-03-31	$85,322,966	683,842	+5.3%	Shares	Sole	2021-05-04
2020-12-31	$80,377,603	649,726	+5.0%	Shares	Sole	2021-02-02
2020-09-30	$65,348,424	618,947	+6.3%	Shares	Sole	2020-10-09
2020-06-30	$56,778,955	582,408	+2.8%	Shares	Sole	2020-07-08
2020-03-31	$46,165,552	566,379	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.