Community Financial Services Group, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1537319
NEWPORT, VT
Position in AJG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$78,742
+$4,456 QoQ
Shares Held
343
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,077
of 1,289 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Community Financial Services Group, LLC holds $78,742 across 1 Insurance Brokers name. AJG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
343 | $78,742 |
All Filings in AJG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,742 | 343 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $74,286 | 343 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||