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Equibles

Transamerica Financial Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1502149 CEDAR RAPIDS, IA
Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$287,192
-$14,503 QoQ
Shares Held
1,251
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026

Transamerica Financial Advisors, LLC holds $556,753 across 11 Insurance Brokers names. AJG ranks #1 (51.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
This page 		1,251 $287,192
2 MRSH
Marsh & Mclennan Companies, Inc.
 713 $118,835
3 WTW
Willis Towers Watson PLC
 422 $110,298
4 AON
Aon plc
 97 $32,173
5 BRO
Brown & Brown, Inc.
 58 $3,720
6 ERIE
Erie Indemnity Co
 12 $2,877
7 RYAN
Ryan Specialty Holdings, Inc.
 21 $792
8 TREE
LendingTree, Inc.
 9 $398

All Filings in AJG

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $287,192 1,251
2026-03-31 $301,695 1,393
2025-12-31 $244,297 944
2025-09-30 $4,874,688 15,738
2025-06-30 $4,841,815 15,125
2025-03-31 $6,548,512 18,968
2024-12-31 $5,446,797 19,189
2024-09-30 $5,543,270 19,701
2024-06-30 $3,788,778 14,611
2024-03-31 $3,653,334 14,611
2023-12-31 $300,439 1,336
2023-09-30 $31,682 139