Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$513,548
+$56,565 QoQ
Shares Held
2,237
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#740
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $736,155 across 4 Insurance Brokers names. AJG ranks #1 (69.8% of the industry book) .
All Filings in AJG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,548 | 2,237 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $456,983 | 2,110 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $546,046 | 2,110 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $653,551 | 2,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $675,453 | 2,110 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $728,456 | 2,110 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $598,923 | 2,110 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $593,690 | 2,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $547,144 | 2,110 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $527,834 | 2,111 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $475,621 | 2,115 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $482,071 | 2,115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $475,369 | 2,165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $404,620 | 2,115 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $398,950 | 2,116 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $362,301 | 2,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $344,014 | 2,110 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $421,309 | 2,413 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $485,256 | 2,860 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $425,139 | 2,860 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $435,648 | 3,110 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $388,034 | 3,110 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $384,738 | 3,110 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $328,353 | 3,110 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $303,193 | 3,110 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $253,496 | 3,110 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||