Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,518,291
+$2,135,515 QoQ
Shares Held
98,089
+4.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#180
of 1,289 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $106,941,537 across 11 Insurance Brokers names. AJG ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
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|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
24,230 | $1,175,154 |
All Filings in AJG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,518,291 | 98,089 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,382,776 | 94,112 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,339,011 | 86,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,304,996 | 72,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,165,108 | 69,240 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,252,419 | 70,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,284,765 | 64,417 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,784,563 | 59,653 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $14,810,744 | 57,116 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $13,585,672 | 54,334 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,334,401 | 50,402 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,493,597 | 50,426 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $17,066,956 | 77,729 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,817,860 | 46,092 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,774,840 | 46,541 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,150,928 | 47,605 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,651,304 | 46,929 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,125,709 | 46,539 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,575,426 | 44,648 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,774,723 | 45,575 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,461,610 | 46,128 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,513,275 | 60,217 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,154,344 | 65,915 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,194,061 | 58,667 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,395,584 | 55,345 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,711,930 | 57,808 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||