Position in AJG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,075,312
+$1,539,060 QoQ
Shares Held
9,040
+265.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#489
of 1,284 holders
Holding Since
Jun 2020
25 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, 2026Roundview Capital LLC holds $2,404,680 across 2 Insurance Brokers names. AJG ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
9,040 | $2,075,312 | |
| 2 | AON |
Aon plc
|
993 | $329,368 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,075,312 | 9,040 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $536,252 | 2,476 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $617,990 | 2,388 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,665,162 | 5,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $767,007 | 2,396 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $842,040 | 2,439 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $689,471 | 2,429 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $683,447 | 2,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $621,306 | 2,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $599,095 | 2,396 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $537,013 | 2,388 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $544,296 | 2,388 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $524,333 | 2,388 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $456,848 | 2,388 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $450,233 | 2,388 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $408,873 | 2,388 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $389,339 | 2,388 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $416,944 | 2,388 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $405,171 | 2,388 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $354,976 | 2,388 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $334,511 | 2,388 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $297,950 | 2,388 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $295,419 | 2,388 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $252,125 | 2,388 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $232,806 | 2,388 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||