RWA WEALTH PARTNERS, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1544576 BOSTON, MA

Position in AJG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$473,373

+$35,232 QoQ

Shares Held

2,062

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#765

of 1,284 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $2,070,879 across 4 Insurance Brokers names. AJG ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,699	$949,852
2	AJG	Arthur J. Gallagher & Co. This page	2,062	$473,373
3	BRO	Brown & Brown, Inc.	5,944	$381,307
4	AON	Aon plc	803	$266,347

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,373	2,062	+1.9%	Shares	Sole	2026-08-07
2026-03-31	$438,141	2,023	-28.7%	Shares	Sole	2026-05-13
2025-12-31	$734,186	2,837	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$877,492	2,833	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$904,017	2,824	+0.2%	Shares	Sole	2025-08-06
2025-03-31	$972,885	2,818	-0.4%	Shares	Sole	2025-05-13
2024-12-31	$802,727	2,828	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.