Financial Management Professionals, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1568132
AUSTIN, TX
Position in AJG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,805
+$442 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,199
of 1,289 holders
Holding Since
Jun 2020
25 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, 2026Financial Management Professionals, Inc. holds $364,492 across 7 Insurance Brokers names. AJG ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,817 | $302,839 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
684 | $21,546 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
381 | $18,478 | |
| 4 | AON |
Aon plc
|
24 | $7,960 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
This page
|
34 | $7,805 | |
| 6 | WTW |
Willis Towers Watson PLC
|
19 | $4,966 | |
| 7 | BRO |
Brown & Brown, Inc.
|
14 | $898 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,805 | 34 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,363 | 34 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,645 | 45 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,248 | 46 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $17,926 | 56 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $18,988 | 55 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,624 | 48 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $18,570 | 66 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,817 | 61 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,752 | 55 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $12,143 | 54 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,536 | 55 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,637 | 53 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $10,139 | 53 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,713 | 25 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,280 | 25 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,597 | 65 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,492 | 20 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,205 | 13 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,932 | 13 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,821 | 13 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,622 | 13 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,608 | 13 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,372 | 13 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,267 | 13 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||