Position in AJG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,069
+$476 QoQ
Shares Held
70
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,167
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $524,975 across 7 Insurance Brokers names. AJG ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
974 | $323,066 | |
| 2 | ERIE |
Erie Indemnity Co
|
544 | $130,424 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
163 | $27,167 | |
| 4 | WTW |
Willis Towers Watson PLC
|
65 | $16,989 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
This page
|
70 | $16,069 | |
| 6 | BRO |
Brown & Brown, Inc.
|
158 | $10,135 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,069 | 70 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $15,593 | 72 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $24,843 | 96 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $22,920 | 74 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,688 | 74 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $31,762 | 92 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $23,275 | 82 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,072 | 82 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $20,744 | 80 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $31,004 | 124 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $29,009 | 129 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $26,439 | 116 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $25,030 | 114 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $21,809 | 114 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,247 | 118 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,032 | 117 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,934 | 110 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,714 | 90 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,858 | 64 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,243 | 42 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,883 | 42 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,240 | 42 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,195 | 42 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,434 | 42 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,094 | 42 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,423 | 42 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||