Westside Investment Management, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1538383
SANTA MONICA, CA
Position in AJG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,221
+$1,767 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,128
of 1,289 holders
Holding Since
Jun 2022
16 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, 2026Westside Investment Management, Inc. holds $105,292 across 4 Insurance Brokers names. AJG ranks #2 (29.7% of the industry book) .
All Filings in AJG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,221 | 136 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,454 | 136 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $35,195 | 136 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $42,124 | 136 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,768 | 68 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $11,070 | 39 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,973 | 39 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $10,113 | 39 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,751 | 39 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,770 | 39 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,889 | 39 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,563 | 39 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,461 | 39 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,353 | 39 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,677 | 39 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,358 | 39 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||