PICTON MAHONEY ASSET MANAGEMENT

Position in AJG — Arthur J. Gallagher & Co.

CIK 1539041 Toronto, A6

Position in AJG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$15,524,900

+$10,529,916 QoQ

Shares Held

67,626

+193.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#224

of 1,289 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $27,007,695 across 4 Insurance Brokers names. AJG ranks #1 (57.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	67,626	$15,524,900
2	AON	Aon plc	33,016	$10,951,077
3	LIFE	Ethos Technologies Inc.	16,605	$301,214
4	MRSH	Marsh & Mclennan Companies, Inc.	1,383	$230,504

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,524,900	67,626	+193.2%	Shares	Sole	2026-08-13
2026-03-31	$4,994,984	23,063	-40.1%	Shares	Sole	2026-05-13
2025-12-31	$9,965,226	38,507	-20.6%	Shares	Sole	2026-02-11
2025-09-30	$15,016,504	48,481	-4.4%	Shares	Sole	2025-11-12
2025-06-30	$16,239,047	50,728	+17.7%	Shares	Sole	2025-08-12
2025-03-31	$14,880,879	43,103	+6.4%	Shares	Sole	2025-05-07
2024-12-31	$11,503,021	40,525	-43.3%	Shares	Sole	2025-04-02
2024-06-30	$18,548,444	71,530	-2.9%	Shares	Sole	2024-07-31
2024-03-31	$18,413,945	73,644	-14.9%	Shares	Sole	2024-05-09
2023-12-31	$19,457,067	86,522	+23.0%	Shares	Sole	2024-02-06
2023-09-30	$16,032,824	70,341	-3.1%	Shares	Sole	2023-11-06
2023-06-30	$15,939,025	72,592	+3.7%	Shares	Sole	2023-08-03
2023-03-31	$13,394,569	70,015	+8.5%	Shares	Sole	2023-05-08
2022-12-31	$12,171,388	64,556	-8.6%	Shares	Sole	2023-02-13
2022-09-30	$12,088,132	70,600	+15.3%	Shares	Sole	2022-11-09
2022-06-30	$9,981,308	61,220	+85.2%	Shares	Sole	2022-08-08
2022-03-31	$5,773,149	33,065	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.