Waverly Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1568787 BIRMINGHAM, AL

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,174,020

-$58,320 QoQ

Shares Held

5,114

-10.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#574

of 1,289 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,512,497 across 5 Insurance Brokers names. AJG ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,657	$2,276,212
2	AON	Aon plc	4,162	$1,380,493
3	AJG	Arthur J. Gallagher & Co. This page	5,114	$1,174,020
4	BRO	Brown & Brown, Inc.	5,816	$373,095
5	WTW	Willis Towers Watson PLC	1,181	$308,677

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,020	5,114	-10.1%	Shares	Sole	2026-08-14
2026-03-31	$1,232,340	5,690	+10.1%	Shares	Sole	2026-05-15
2025-12-31	$1,336,909	5,166	+164.1%	Shares	Sole	2026-02-17
2025-09-30	$605,851	1,956	-3.8%	Shares	Sole	2025-11-14
2025-06-30	$651,124	2,034	+11.5%	Shares	Sole	2025-08-14
2025-03-31	$629,717	1,824	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$517,174	1,822	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.