Transamerica Financial Advisors, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1502149
CEDAR RAPIDS, IA
Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$301,695
+$57,398 QoQ
Shares Held
1,393
+47.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $612,380 across 7 Insurance Brokers names. AJG ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,393 | $301,695 | |
| 2 | WTW |
Willis Towers Watson PLC
|
499 | $145,059 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
713 | $123,669 | |
| 4 | AON |
Aon plc
|
104 | $33,569 | |
| 5 | BRO |
Brown & Brown, Inc.
|
126 | $8,216 | |
| 6 | SLQT |
SelectQuote, Inc.
|
163 | $102 | |
| 7 | EHTH |
eHealth, Inc.
|
55 | $70 |
All Filings in AJG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,695 | 1,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $244,297 | 944 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,874,688 | 15,738 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,841,815 | 15,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,548,512 | 18,968 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,446,797 | 19,189 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,543,270 | 19,701 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,788,778 | 14,611 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,653,334 | 14,611 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $300,439 | 1,336 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $31,682 | 139 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||