Modera Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1542143 WESTWOOD, NJ

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$318,872

-$5,131 QoQ

Shares Held

1,389

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#876

of 1,289 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $5,125,448 across 3 Insurance Brokers names. AJG ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	13,042	$4,325,900
2	MRSH	Marsh & Mclennan Companies, Inc.	2,884	$480,676
3	AJG	Arthur J. Gallagher & Co. This page	1,389	$318,872

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,872	1,389	-7.2%	Shares	Sole	2026-08-03
2026-03-31	$324,003	1,496	-3.4%	Shares	Sole	2026-05-06
2025-12-31	$400,865	1,549	+4.1%	Shares	Sole	2026-01-21
2025-09-30	$460,893	1,488	-2.5%	Shares	Sole	2025-10-31
2025-06-30	$488,503	1,526	+1.3%	Shares	Sole	2025-08-06
2025-03-31	$519,931	1,506	-3.3%	Shares	Sole	2025-05-08
2024-12-31	$442,238	1,558	+4.8%	Shares	Sole	2025-02-06
2024-09-30	$418,397	1,487	+16.5%	Shares	Sole	2024-10-24
2024-06-30	$330,879	1,276	+2.4%	Shares	Sole	2024-07-29
2024-03-31	$311,549	1,246	+10.7%	Shares	Sole	2024-05-14
2023-12-31	$253,214	1,126	+2.6%	Shares	Sole	2024-02-14
2023-09-30	$250,267	1,098	+0.3%	Shares	Sole	2023-11-30
2023-06-30	$240,429	1,095	-22.2%	Shares	Sole	2023-08-07
2021-12-31	$238,895	1,408	-22.7%	Shares	Sole	2022-02-04
2020-12-31	$225,399	1,822	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.