Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$235,309
+$13,315 QoQ
Shares Held
1,025
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#972
of 1,289 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $464,175 across 2 Insurance Brokers names. AJG ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,025 | $235,309 | |
| 2 | AON |
Aon plc
|
690 | $228,866 |
All Filings in AJG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,309 | 1,025 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $221,994 | 1,025 | Shares | Defined | 2026-05-13 | |
| 2025-09-30 | $253,986 | 820 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $262,498 | 820 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $283,096 | 820 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||