Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$764,927
-$270,108 QoQ
Shares Held
3,332
-30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 1,264 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. AJG ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
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|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in AJG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,927 | 3,332 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,035,035 | 4,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,288,515 | 4,979 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,426,653 | 11,063 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,474,902 | 10,855 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,359,555 | 3,938 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,053,083 | 3,710 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $829,197 | 2,947 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $743,701 | 2,868 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,250,449 | 5,001 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,332,637 | 5,926 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,319,942 | 5,791 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,249,572 | 5,691 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,226,679 | 6,412 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $853,709 | 4,528 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $191,595 | 1,119 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $161,409 | 990 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $204,980 | 1,174 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $193,423 | 1,140 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $186,407 | 1,254 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $141,060 | 1,007 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $34,311 | 275 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $57,872 | 710 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||