Chicago Partners Investment Group LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1563525 CHICAGO, IL

Position in AJG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,929,556

+$292,146 QoQ

Shares Held

21,473

+0.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#359

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $9,817,584 across 4 Insurance Brokers names. AJG ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	21,473	$4,929,556
2	AON	Aon plc	7,233	$2,399,113
3	MRSH	Marsh & Mclennan Companies, Inc.	12,123	$2,020,540
4	WTW	Willis Towers Watson PLC	1,792	$468,375

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,929,556	21,473	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$4,637,410	21,412	+2.4%	Shares	Sole	2026-05-04
2025-12-31	$5,412,075	20,913	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$6,445,689	20,810	-0.2%	Shares	Sole	2025-10-30
2025-06-30	$6,673,221	20,846	+87.7%	Shares	Sole	2025-07-29
2025-03-31	$3,834,580	11,107	+1.9%	Shares	Sole	2025-05-09
2024-12-31	$3,093,681	10,899	+0.6%	Shares	Sole	2025-01-24
2024-09-30	$3,048,643	10,835	+3.0%	Shares	Sole	2024-10-29
2024-06-30	$2,728,459	10,522	+0.2%	Shares	Sole	2024-07-31
2024-03-31	$2,625,420	10,500	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$2,357,641	10,484	+0.0%	Shares	Sole	2024-02-23
2023-09-30	$2,389,162	10,482	+0.0%	Shares	Sole	2023-10-26
2023-06-30	$2,300,654	10,478	-0.6%	Shares	Sole	2023-08-08
2023-03-31	$2,016,024	10,538	+0.4%	Shares	Sole	2023-04-26
2022-12-31	$1,979,858	10,501	+0.2%	Shares	Sole	2023-02-09
2022-09-30	$1,793,529	10,475	+0.3%	Shares	Sole	2022-11-09
2022-06-30	$1,701,974	10,439	+0.2%	Shares	Sole	2022-08-04
2022-03-31	$1,818,808	10,417	+0.5%	Shares	Sole	2022-05-20
2021-12-31	$1,759,308	10,369	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$1,540,311	10,362	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,450,948	10,358	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,291,868	10,354	+0.0%	Shares	Sole	2021-04-28
2020-12-31	$1,280,522	10,351	+0.5%	Shares	Sole	2021-01-27
2020-09-30	$1,087,896	10,304	+0.1%	Shares	Sole	2020-11-06
2020-06-30	$1,003,074	10,289	0.0%	Shares	Sole	2020-07-31
2020-03-31	$838,656	10,289	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.