Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$298,749,802
+$132,055,917 QoQ
Shares Held
1,379,397
+114.1% QoQ
Ownership
0.537%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 45.08524958746868.ToString("F0")%
Shared 0.ToString("F0")%
None 54.91475041253131.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $576,103,078 across 6 Insurance Brokers names. AJG ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,379,397 | $298,749,802 | |
| 2 | AON |
Aon plc
|
630,805 | $203,611,237 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
214,552 | $37,214,044 | |
| 4 | ERIE |
Erie Indemnity Co
|
114,445 | $28,761,172 | |
| 5 | WTW |
Willis Towers Watson PLC
|
26,671 | $7,753,259 | |
| 6 | EHTH |
eHealth, Inc.
|
10,515 | $13,564 |
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $10,371,595 | 36,539 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||