Position in AJG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,414,580
-$3,653,019 QoQ
Shares Held
132,485
-15.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#145
of 1,284 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, 2026BENJAMIN EDWARDS INC holds $44,502,670 across 6 Insurance Brokers names. AJG ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
132,485 | $30,414,580 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
40,011 | $6,668,632 | |
| 3 | BRO |
Brown & Brown, Inc.
|
95,538 | $6,128,762 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,060 | $799,792 | |
| 5 | AON |
Aon plc
|
835 | $276,961 | |
| 6 | CRVL |
Corvel Corp
|
3,422 | $213,943 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,414,580 | 132,485 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $34,067,599 | 157,298 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $41,979,101 | 162,213 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $40,179,163 | 129,719 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $40,160,654 | 125,455 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,933,540 | 121,462 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $29,038,706 | 102,303 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,466,765 | 101,172 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,653,619 | 6,377 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,614,258 | 6,456 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,801,963 | 8,013 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,085,559 | 9,150 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,145,198 | 9,770 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,929,935 | 10,088 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $1,877,669 | 9,959 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $1,899,685 | 11,095 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $1,805,504 | 11,074 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,859,140 | 10,648 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,759,647 | 10,371 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,213,578 | 8,164 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,052,841 | 7,516 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,277,145 | 10,236 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,261,842 | 10,200 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,013,251 | 9,597 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $966,905 | 9,918 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $780,132 | 9,571 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||