DT Investment Partners, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1537621 CHADDS FORD, PA

Position in AJG

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

Position Value

$34,894

+$1,974 QoQ

Shares Held

152

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,118

of 1,289 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DT Investment Partners, LLC holds $126,821 across 6 Insurance Brokers names. AJG ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	235	$61,421
2	AJG	Arthur J. Gallagher & Co. This page	152	$34,894
3	MRSH	Marsh & Mclennan Companies, Inc.	90	$15,000
4	ERIE	Erie Indemnity Co	33	$7,911
5	AON	Aon plc	20	$6,633
6	BRO	Brown & Brown, Inc.	15	$962

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,894	152	0.0%	Shares	Sole	2026-07-27
2026-03-31	$32,920	152	0.0%	Shares	Sole	2026-05-15
2025-12-31	$39,336	152	0.0%	Shares	Sole	2026-02-10
2025-09-30	$47,080	152	0.0%	Shares	Sole	2025-10-22
2025-06-30	$48,658	152	0.0%	Shares	Sole	2025-07-22
2025-03-31	$52,476	152	0.0%	Shares	Sole	2025-04-29
2024-12-31	$43,145	152	0.0%	Shares	Sole	2025-01-30
2024-09-30	$42,768	152	0.0%	Shares	Sole	2024-10-23
2024-06-30	$39,415	152	0.0%	Shares	Sole	2024-07-24
2024-03-31	$38,006	152	0.0%	Shares	Sole	2024-05-13
2023-12-31	$34,181	152	0.0%	Shares	Sole	2024-01-31
2023-09-30	$34,645	152	0.0%	Shares	Sole	2023-10-27
2023-06-30	$33,374	152	0.0%	Shares	Sole	2023-08-28
2023-03-31	$29,079	152	0.0%	Shares	Sole	2023-05-03
2022-12-31	$28,658	152	0.0%	Shares	Sole	2023-01-31
2022-09-30	$26,025	152	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.