Position in AJG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,770,464
+$1,082,324 QoQ
Shares Held
20,780
+22.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#69
of 409 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. AJG ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55,681 | $9,280,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
20,780 | $4,770,464 | |
| 3 | AON |
Aon plc
|
8,294 | $2,751,036 | |
| 4 | BRO |
Brown & Brown, Inc.
|
27,275 | $1,749,691 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,737 | $976,739 | |
| 6 | CRVL |
Corvel Corp
|
14,380 | $899,037 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,935 | $433,347 | |
| 8 | CRD-A |
Crawford & Co
|
23,666 | $266,715 |
All Filings in AJG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,770,464 | 20,780 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,688,140 | 17,029 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,625,612 | 17,874 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,663,126 | 21,512 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,131,368 | 25,401 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,665,524 | 25,100 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,683,823 | 30,593 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,497,655 | 30,201 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,149,853 | 31,429 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,291,256 | 25,161 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $5,321,110 | 23,662 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,244,897 | 23,011 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,618,435 | 21,034 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,125,982 | 21,567 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,800,761 | 14,855 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,248,632 | 13,133 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,169,410 | 13,306 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,278,704 | 13,051 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,159,220 | 12,726 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,067,307 | 7,180 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||