HARBOR INVESTMENT ADVISORY, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1468792
LUTHERVILLE, MD
Position in AJG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$146,236
-$110,844 QoQ
Shares Held
637
-46.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,038
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $264,805 across 4 Insurance Brokers names. AJG ranks #1 (55.2% of the industry book) .
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,236 | 637 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $257,080 | 1,187 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $558,210 | 2,157 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $583,240 | 1,883 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $604,386 | 1,888 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $649,051 | 1,880 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $533,354 | 1,879 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $528,131 | 1,877 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $538,846 | 2,078 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $44,257 | 177 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $39,803 | 177 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $40,343 | 177 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $121,422 | 553 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $136,021 | 711 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $134,051 | 711 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $121,737 | 711 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $128,964 | 791 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $138,108 | 791 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $134,208 | 791 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $117,582 | 791 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $110,803 | 791 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $98,693 | 791 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $97,854 | 791 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $79,607 | 754 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $27,004 | 277 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $27,794 | 341 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||