HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1484205
LONG BEACH, CA
Position in AJG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$688
-$1,728 QoQ
Shares Held
3
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,267
of 1,284 holders
Holding Since
Mar 2025
2 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,021 across 3 Insurance Brokers names. AJG ranks #1 (67.4% of the industry book) .
All Filings in AJG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688 | 3 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $2,416 | 7 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||