Position in AJG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$249,313
+$44,575 QoQ
Shares Held
1,086
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#951
of 1,283 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $15,373,600 across 6 Insurance Brokers names. AJG ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
57,978 | $9,663,193 | |
| 2 | AON |
Aon plc
|
9,820 | $3,257,195 | |
| 3 | BRO |
Brown & Brown, Inc.
|
18,878 | $1,211,023 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
26,734 | $710,589 | |
| 5 | ARX |
Accelerant Holdings
|
24,086 | $282,287 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,086 | $249,313 |
All Filings in AJG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,313 | 1,086 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $204,738 | 661 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $210,959 | 659 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $229,929 | 666 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $669,318 | 2,358 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $628,580 | 2,234 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $811,899 | 3,131 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $769,123 | 3,076 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $779,658 | 3,467 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $757,867 | 3,325 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $718,433 | 3,272 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $641,271 | 3,352 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $631,986 | 3,352 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $960,715 | 5,611 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,645,562 | 10,093 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,763,285 | 10,099 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,632,564 | 9,622 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,337,404 | 8,997 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $1,263,101 | 9,017 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,234,848 | 9,897 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,147,039 | 9,272 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,023,598 | 9,695 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $963,591 | 9,884 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $554,023 | 6,797 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||