Crestwood Advisors Group, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1426853 BOSTON, MA

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$290,176

+$85,508 QoQ

Shares Held

1,264

+33.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#901

of 1,289 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $18,493,863 across 4 Insurance Brokers names. AJG ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	93,339	$15,556,811
2	AON	Aon plc	6,648	$2,205,075
3	BRO	Brown & Brown, Inc.	6,887	$441,801
4	AJG	Arthur J. Gallagher & Co. This page	1,264	$290,176

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,176	1,264	+33.8%	Shares	Sole	2026-08-03
2026-03-31	$204,668	945	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.