Position in AJG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,132
+$2,400 QoQ
Shares Held
18
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,217
of 1,284 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Asset Dedication, LLC holds $123,330 across 6 Insurance Brokers names. AJG ranks #5 (3.4% of the industry book) .
All Filings in AJG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,132 | 18 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,732 | 8 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $17,080 | 66 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,442 | 66 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $18,566 | 58 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $20,023 | 58 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,463 | 58 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $16,319 | 58 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,039 | 58 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $14,502 | 58 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $13,043 | 58 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,219 | 58 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||