YHB Investment Advisors, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1469219 West Hartford, CT

Position in AJG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$931,824

+$385,826 QoQ

Shares Held

4,059

+61.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#621

of 1,284 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $3,976,364 across 3 Insurance Brokers names. AJG ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,992	$2,650,866
2	AJG	Arthur J. Gallagher & Co. This page	4,059	$931,824
3	MRSH	Marsh & Mclennan Companies, Inc.	2,362	$393,674

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$931,824	4,059	+61.0%	Shares	Sole	2026-07-14
2026-03-31	$545,998	2,521	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.