MATHER GROUP, LLC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1527641 CHICAGO, IL

Position in AJG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$794,541

+$478,768 QoQ

Shares Held

3,461

+137.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#648

of 1,289 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $3,621,640 across 6 Insurance Brokers names. AJG ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,811	$932,380
2	AJG	Arthur J. Gallagher & Co. This page	3,461	$794,541
3	ERIE	Erie Indemnity Co	3,247	$778,468
4	BRO	Brown & Brown, Inc.	7,733	$496,071
5	WTW	Willis Towers Watson PLC	1,628	$425,510
6	MRSH	Marsh & Mclennan Companies, Inc.	1,168	$194,670

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$794,541	3,461	+137.4%	Shares	Sole	2026-07-27
2026-03-31	$315,773	1,458	-39.5%	Shares	Sole	2026-04-13
2025-12-31	$623,166	2,408	+2.3%	Shares	Sole	2026-01-13
2025-09-30	$728,818	2,353	+0.3%	Shares	Sole	2025-10-21
2025-06-30	$751,321	2,347	-3.7%	Shares	Sole	2025-07-15
2025-03-31	$841,695	2,438	+2.4%	Shares	Sole	2025-04-25
2024-12-31	$675,563	2,380	+0.7%	Shares	Sole	2025-01-27
2024-09-30	$664,877	2,363	-9.7%	Shares	Sole	2024-10-07
2024-06-30	$678,614	2,617	+22.3%	Shares	Sole	2024-07-09
2024-03-31	$534,835	2,139	-15.4%	Shares	Sole	2024-04-09
2023-12-31	$568,496	2,528	+19.3%	Shares	Sole	2024-02-05
2023-09-30	$482,983	2,119	+5.8%	Shares	Sole	2023-11-13
2023-06-30	$439,579	2,002	+35.1%	Shares	Sole	2023-08-08
2023-03-31	$283,521	1,482	-0.5%	Shares	Sole	2023-05-09
2022-12-31	$280,924	1,490	—	Shares	Sole	2023-03-10
No filing history on record for this holder in this stock.