Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,488,419
-$20,317,237 QoQ
Shares Held
39,193
-64.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 51.75669124588575.ToString("F0")%
Shared 0.ToString("F0")%
None 48.24330875411425.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. AJG ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,002 | $503,122 |
All Filings in AJG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||