Position in AJG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$191,284,611
-$20,389,635 QoQ
Shares Held
833,230
-14.7% QoQ
Ownership
0.325%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#40
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $536,056,941 across 11 Insurance Brokers names. AJG ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
|
61,829 | $16,160,245 | |
| 6 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,282 | $4,622,859 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
144,486 | $3,840,437 |
All Filings in AJG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,284,611 | 833,230 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $211,674,246 | 977,349 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $316,249,143 | 1,222,030 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $438,003,334 | 1,414,100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $447,277,426 | 1,397,218 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $492,300,501 | 1,425,966 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $419,545,627 | 1,478,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $399,897,112 | 1,421,250 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $365,717,599 | 1,410,349 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $339,979,137 | 1,359,699 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $287,452,185 | 1,278,247 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $293,879,266 | 1,289,340 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $223,547,510 | 1,018,115 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $196,835,989 | 1,028,885 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $180,360,380 | 956,616 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $162,828,507 | 950,990 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $132,598,312 | 813,287 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $138,936,902 | 795,744 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $141,613,877 | 834,643 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $110,929,913 | 746,249 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $100,275,987 | 715,848 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $85,322,966 | 683,842 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $80,377,603 | 649,726 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $65,348,424 | 618,947 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $56,778,955 | 582,408 | 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. | ||||||