Pure Financial Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1571556 SAN DIEGO, CA

Position in AJG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$277,090

+$67,729 QoQ

Shares Held

1,207

+49.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#917

of 1,289 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $4,899,218 across 4 Insurance Brokers names. AJG ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	10,535	$3,494,354
2	BRO	Brown & Brown, Inc.	8,796	$564,263
3	MRSH	Marsh & Mclennan Companies, Inc.	3,381	$563,511
4	AJG	Arthur J. Gallagher & Co. This page	1,207	$277,090

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,090	1,207	+49.2%	Shares	Sole	2026-08-17
2025-12-31	$209,361	809	+6.4%	Shares	Sole	2026-02-04
2025-09-30	$235,402	760	+2.3%	Shares	Sole	2025-10-20
2025-06-30	$237,849	743	+9.7%	Shares	Sole	2025-07-18
2025-03-31	$233,727	677	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.