CARY STREET PARTNERS FINANCIAL LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1475045
RICHMOND, VA
Position in AJG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,124,691
+$445,047 QoQ
Shares Held
22,323
+3.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#354
of 1,289 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $13,928,941 across 4 Insurance Brokers names. AJG ranks #1 (36.8% of the industry book) .
All Filings in AJG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,124,691 | 22,323 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $4,679,644 | 21,607 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $57,968 | 224 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $142,790 | 461 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $180,867 | 565 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $372,168 | 1,078 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $541,017 | 1,906 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||