Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,092,982
+$75,490 QoQ
Shares Held
4,761
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#592
of 1,289 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $16,472,873 across 7 Insurance Brokers names. AJG ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
51,161 | $8,527,003 | |
| 2 | AON |
Aon plc
|
10,460 | $3,469,477 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
4,761 | $1,092,982 | |
| 4 | CRVL |
Corvel Corp
|
15,648 | $978,312 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,673 | $880,601 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,249 | $849,191 | |
| 7 | BRO |
Brown & Brown, Inc.
|
10,527 | $675,307 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,982 | 4,761 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,017,492 | 4,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,159,637 | 4,481 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,350,776 | 4,361 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,477,353 | 4,615 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,409,960 | 4,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $972,470 | 3,426 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $951,311 | 3,381 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $887,618 | 3,423 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $844,885 | 3,379 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $750,874 | 3,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $681,282 | 2,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $649,268 | 2,957 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $506,971 | 2,650 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $691,187 | 3,666 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $935,546 | 5,464 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $313,688 | 1,924 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $356,707 | 2,043 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $685,466 | 4,040 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $211,826 | 1,425 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $684,711 | 4,888 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $862,160 | 6,910 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $774,746 | 7,338 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,389,427 | 14,252 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $218,691 | 2,683 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||