Regal Investment Advisors LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1559789 KENTWOOD, MI

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$913,459

-$28,014 QoQ

Shares Held

3,979

-8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#626

of 1,289 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 26% None 74%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,862,131 across 3 Insurance Brokers names. AJG ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,353	$1,112,156
2	AJG	Arthur J. Gallagher & Co. This page	3,979	$913,459
3	MRSH	Marsh & Mclennan Companies, Inc.	5,019	$836,516

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$913,459	3,979	-8.5%	Shares	Sole	2026-08-14
2026-03-31	$941,473	4,347	+38.9%	Shares	Sole	2026-05-14
2025-12-31	$809,753	3,129	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$973,822	3,144	+41.6%	Shares	Sole	2025-11-13
2025-06-30	$710,986	2,221	+7.8%	Shares	Sole	2025-08-11
2025-03-31	$711,539	2,061	+21.0%	Shares	Sole	2025-05-12
2024-12-31	$483,396	1,703	+4.1%	Shares	Sole	2025-02-13
2024-09-30	$460,321	1,636	+16.4%	Shares	Sole	2024-11-12
2024-06-30	$364,330	1,405	+11.3%	Shares	Sole	2024-08-15
2024-03-31	$315,550	1,262	+3.9%	Shares	Sole	2024-05-15
2023-12-31	$273,229	1,215	+13.4%	Shares	Sole	2024-02-14
2023-09-30	$244,113	1,071	+10.1%	Shares	Sole	2023-11-13
2023-06-30	$213,641	973	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.