Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,286,982
+$608,322 QoQ
Shares Held
14,318
+15.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $604,503,859 across 7 Insurance Brokers names. AJG ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,691,729 | $561,129,591 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
117,667 | $19,611,558 | |
| 3 | WTW |
Willis Towers Watson PLC
|
44,056 | $11,514,916 | |
| 4 | BRO |
Brown & Brown, Inc.
|
127,089 | $8,152,759 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
This page
|
14,318 | $3,286,982 | |
| 6 | CRVL |
Corvel Corp
|
6,954 | $434,763 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,557 | $373,290 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,286,982 | 14,318 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,678,660 | 12,368 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,208,219 | 12,397 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,938,034 | 12,714 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $23,690,159 | 74,004 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $56,756,074 | 164,396 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,029,814 | 10,674 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,986,741 | 10,615 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,726,644 | 10,515 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $19,668,396 | 78,661 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $22,812,051 | 101,441 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $51,931,114 | 227,838 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $49,939,439 | 227,442 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $38,922,975 | 203,455 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,345,916 | 107,913 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,217,716 | 7,112 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,081,770 | 6,635 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,154,978 | 6,615 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $910,617 | 5,367 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $494,855 | 3,329 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,430,216 | 10,210 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,155,618 | 9,262 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,106,832 | 8,947 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,220,715 | 11,562 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,437,616 | 96,806 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,323,673 | 89,850 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||