Welch Group, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1443095 BIRMINGHAM, AL

Position in AJG

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$54,797,338

-$4,523,799 QoQ

Shares Held

253,012

+10.4% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Welch Group, LLC holds $56,459,009 across 2 Insurance Brokers names. AJG ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AJG	Arthur J. Gallagher & Co. This page	253,012	$54,797,338
2	AON	Aon plc	5,148	$1,661,671

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,797,338	253,012	+10.4%	Shares	Sole	2026-04-21
2025-12-31	$59,321,137	229,225	+1.2%	Shares	Sole	2026-01-26
2025-09-30	$70,160,446	226,514	+1.1%	Shares	Sole	2025-10-14
2025-06-30	$71,719,044	224,038	-0.8%	Shares	Sole	2025-07-25
2025-03-31	$77,963,823	225,825	-3.6%	Shares	Sole	2025-04-08
2024-12-31	$66,480,508	234,210	-0.4%	Shares	Sole	2025-01-27
2024-09-30	$66,134,893	235,046	-1.5%	Shares	Sole	2024-10-24
2024-06-30	$61,881,479	238,639	-1.3%	Shares	Sole	2024-07-17
2024-03-31	$60,463,922	241,817	-5.5%	Shares	Sole	2024-04-09
2023-12-31	$57,553,988	255,932	-2.1%	Shares	Sole	2024-01-23
2023-09-30	$59,568,137	261,344	-3.1%	Shares	Sole	2023-10-18
2023-06-30	$59,212,320	269,674	-2.1%	Shares	Sole	2023-07-18
2023-03-31	$52,680,460	275,367	-6.1%	Shares	Sole	2023-04-13
2022-12-31	$55,319,332	293,409	-2.0%	Shares	Sole	2023-01-30
2022-09-30	$51,282,444	299,512	-0.5%	Shares	Sole	2022-10-13
2022-06-30	$49,066,888	300,950	-0.1%	Shares	Sole	2022-07-21
2022-03-31	$52,597,202	301,244	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$50,861,297	299,766	-0.2%	Shares	Sole	2022-01-26
2021-09-30	$44,662,635	300,455	-1.8%	Shares	Sole	2021-11-05
2021-06-30	$42,873,585	306,065	-3.9%	Shares	Sole	2021-07-21
2021-03-31	$39,726,393	318,397	-4.3%	Shares	Sole	2021-04-23
2020-12-31	$41,140,750	332,558	-2.6%	Shares	Sole	2021-01-25
2020-09-30	$36,036,565	341,320	-1.5%	Shares	Sole	2020-10-28
2020-06-30	$33,784,769	346,546	+0.7%	Shares	Sole	2020-07-22
2020-03-31	$28,062,914	344,288	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.