Creative Planning

Position in AJG — Arthur J. Gallagher & Co.

CIK 1540235 OVERLAND PARK, KS

Position in AJG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$20,382,776

-$1,956,235 QoQ

Shares Held

94,112

+9.0% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3825229513770826.ToString("F0")% Shared 0.ToString("F0")% None 99.61747704862292.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $92,147,893 across 11 Insurance Brokers names. AJG ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	170,951	$29,651,450
2	AJG	Arthur J. Gallagher & Co. This page	94,112	$20,382,776
3	AON	Aon plc	49,764	$16,062,823
4	BRO	Brown & Brown, Inc.	177,258	$11,558,994
5	WTW	Willis Towers Watson PLC	19,318	$5,615,742
6	CRVL	Corvel Corp	81,629	$4,461,024
7	ERIE	Erie Indemnity Co	9,385	$2,358,544
8	BWIN	Baldwin Insurance Group, Inc.	55,233	$1,211,812

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,382,776	94,112	+9.0%	Shares	Sole	2026-05-12
2025-12-31	$22,339,011	86,321	+19.9%	Shares	Sole	2026-02-17
2025-09-30	$22,304,996	72,012	+4.0%	Shares	Sole	2025-11-14
2025-06-30	$22,165,108	69,240	-1.4%	Shares	Sole	2025-08-08
2025-03-31	$24,252,419	70,248	+9.1%	Shares	Sole	2025-05-15
2024-12-31	$18,284,765	64,417	+8.0%	Shares	Defined	2025-02-14
2024-09-30	$16,784,563	59,653	+4.4%	Shares	Defined	2024-10-11
2024-06-30	$14,810,744	57,116	+5.1%	Shares	Sole	2024-08-15
2024-03-31	$13,585,672	54,334	+7.8%	Shares	Sole	2024-05-13
2023-12-31	$11,334,401	50,402	-0.0%	Shares	Defined	2024-02-14
2023-09-30	$11,493,597	50,426	-35.1%	Shares	Defined	2023-11-16
2023-06-30	$17,066,956	77,729	+68.6%	Shares	Sole	2023-07-21
2023-03-31	$8,817,860	46,092	-1.0%	Shares	Sole	2023-05-15
2022-12-31	$8,774,840	46,541	-2.2%	Shares	Sole	2023-02-10
2022-09-30	$8,150,928	47,605	+1.4%	Shares	Sole	2022-11-03
2022-06-30	$7,651,304	46,929	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$8,125,709	46,539	+4.2%	Shares	Sole	2022-05-16
2021-12-31	$7,575,426	44,648	-2.0%	Shares	Sole	2022-02-11
2021-09-30	$6,774,723	45,575	-1.2%	Shares	Sole	2021-11-10
2021-06-30	$6,461,610	46,128	-23.4%	Shares	Sole	2021-08-04
2021-03-31	$7,513,275	60,217	-8.6%	Shares	Sole	2021-04-30
2020-12-31	$8,154,344	65,915	+12.4%	Shares	Sole	2021-01-29
2020-09-30	$6,194,061	58,667	+6.0%	Shares	Sole	2020-11-05
2020-06-30	$5,395,584	55,345	-4.3%	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.