Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$177,050,123
-$121,699,679 QoQ
Shares Held
771,225
-44.1% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#45
of 1,289 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $449,090,793 across 8 Insurance Brokers names. AJG ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
706,903 | $234,472,656 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
771,225 | $177,050,123 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
143,558 | $23,926,811 | |
| 4 | WTW |
Willis Towers Watson PLC
|
26,793 | $7,002,886 | |
| 5 | ERIE |
Erie Indemnity Co
|
25,645 | $6,148,388 | |
| 6 | CRVL |
Corvel Corp
|
7,253 | $453,457 | |
| 7 | EHTH |
eHealth, Inc.
|
13,049 | $19,443 | |
| 8 | SLQT |
SelectQuote, Inc.
|
20,249 | $17,029 |
All Filings in AJG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,050,123 | 771,225 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $298,749,802 | 1,379,397 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $166,693,885 | 644,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,590,152 | 43,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,384,317 | 29,315 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,564,183 | 27,703 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $10,343,210 | 36,439 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $907,418 | 3,225 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,693,712 | 10,388 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $917,896 | 3,671 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $248,492 | 1,105 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||