Plante Moran Financial Advisors, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1424717
SOUTHFIELD, MI
Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$688
-$1,560 QoQ
Shares Held
3
-70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,265
of 1,284 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $598,673 across 7 Insurance Brokers names. AJG ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,607 | $533,025 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
305 | $50,834 | |
| 3 | WTW |
Willis Towers Watson PLC
|
50 | $13,068 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
3 | $688 | |
| 5 | CRVL |
Corvel Corp
|
10 | $625 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
4 | $194 |
All Filings in AJG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688 | 3 | Shares | Sole | 2026-08-06 | |
| 2023-12-31 | $2,248 | 10 | Shares | Sole | 2024-02-05 | |
| 2022-12-31 | $12,632 | 67 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $6,358 | 39 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $6,956 | 41 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,716 | 25 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,502 | 25 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,119 | 25 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,092 | 25 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||