Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$57,392
+$56,959 QoQ
Shares Held
250
+12400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,094
of 1,284 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $166,889 across 4 Insurance Brokers names. AJG ranks #2 (34.4% of the industry book) .
All Filings in AJG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,392 | 250 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $433 | 2 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $517 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $619 | 2 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $640 | 2 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||