Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,249,806
-$3,238,613 QoQ
Shares Held
22,868
-41.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 1,290 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $73,034,501 across 11 Insurance Brokers names. AJG ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
416,244 | $26,702,052 | |
| 2 | AON |
Aon plc
|
68,638 | $22,766,538 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
68,177 | $11,363,060 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
22,868 | $5,249,806 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
53,226 | $2,009,813 | |
| 6 | SLQT |
SelectQuote, Inc.
|
2,354,276 | $1,979,946 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
49,618 | $1,318,846 | |
| 8 | WTW |
Willis Towers Watson PLC
|
2,469 | $645,322 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,249,806 | 22,868 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,488,419 | 39,193 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,805,656 | 111,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,090,134 | 113,289 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $36,201,090 | 113,086 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $38,706,237 | 112,114 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,574,806 | 12,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,161,754 | 11,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,327,206 | 12,831 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,173,257 | 12,691 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,404,008 | 15,137 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,228,856 | 14,166 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,468,186 | 11,241 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,868,524 | 9,767 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,755,495 | 9,311 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,608,783 | 9,396 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,715,180 | 10,520 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,173,312 | 6,720 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,024,467 | 6,038 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $874,656 | 5,884 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $701,660 | 5,009 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $391,902 | 3,141 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $135,833 | 1,098 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $104,524 | 990 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $49,719 | 510 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||