Position in AJG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,789,399
-$849,599 QoQ
Shares Held
26,731
+4.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. AJG ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,815 | $23,383,661 | |
| 2 | AON |
Aon plc
|
29,527 | $9,530,725 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
26,731 | $5,789,399 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
114,948 | $2,521,959 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,195 | $1,510,186 | |
| 6 | BRO |
Brown & Brown, Inc.
|
8,239 | $537,265 | |
| 7 | CRVL |
Corvel Corp
|
6,942 | $379,380 | |
| 8 | ERIE |
Erie Indemnity Co
|
399 | $100,272 |
All Filings in AJG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,789,399 | 26,731 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,638,998 | 25,654 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,519,557 | 24,277 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,997,237 | 24,982 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,732,500 | 25,294 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,673,313 | 23,510 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,663,122 | 23,681 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,659,181 | 21,824 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,504,880 | 22,016 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,170,890 | 22,994 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,798,012 | 29,825 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,006,117 | 27,354 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,962,198 | 25,938 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,886,202 | 25,916 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,431,344 | 25,881 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,190,617 | 25,703 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,319,604 | 24,740 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,084,635 | 24,074 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,379,710 | 24,127 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,010,325 | 24,127 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,984,751 | 24,127 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,547,328 | 24,127 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,352,141 | 24,127 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,966,591 | 24,127 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||