O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1423442
Stamford, CT
Position in AJG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,365,885
-$2,632,725 QoQ
Shares Held
34,010
-12.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $41,533,877 across 7 Insurance Brokers names. AJG ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
100,390 | $17,412,645 | |
| 2 | AON |
Aon plc
|
30,522 | $9,851,891 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
34,010 | $7,365,885 | |
| 4 | WTW |
Willis Towers Watson PLC
|
10,429 | $3,031,710 | |
| 5 | BRO |
Brown & Brown, Inc.
|
35,109 | $2,289,457 | |
| 6 | CRD-A |
Crawford & Co
|
130,751 | $1,303,587 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,109 | $278,702 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,365,885 | 34,010 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,998,610 | 38,636 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,339,572 | 43,067 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,727,385 | 42,882 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,088,208 | 40,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,561,490 | 37,208 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,944,459 | 35,343 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,349,782 | 32,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,288,415 | 29,149 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,287,195 | 27,958 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,103,737 | 26,779 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,274,290 | 24,021 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,040,444 | 26,347 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,987,981 | 15,848 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,724,623 | 15,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,436,219 | 8,809 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,374,451 | 7,872 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $956,938 | 5,640 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $628,046 | 4,225 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $492,521 | 3,516 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $303,066 | 2,429 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $212,038 | 1,714 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $169,667 | 1,607 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $147,307 | 1,511 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,661 | 94 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||