Avidian Wealth Enterprises, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1471474 HOUSTON, TX

Position in AJG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,180,219

+$195,647 QoQ

Shares Held

5,141

+13.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#571

of 1,284 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $2,072,355 across 3 Insurance Brokers names. AJG ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	5,141	$1,180,219
2	AON	Aon plc	1,948	$646,132
3	MRSH	Marsh & Mclennan Companies, Inc.	1,476	$246,004

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,180,219	5,141	+13.1%	Shares	Sole	2026-07-24
2026-03-31	$984,572	4,546	+595.1%	Shares	Sole	2026-05-07
2025-06-30	$209,358	654	-0.6%	Shares	Sole	2025-07-30
2025-03-31	$227,167	658	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.