Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$914,396
-$151,815 QoQ
Shares Held
4,222
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. AJG ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
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|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $914,396 | 4,222 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,066,211 | 4,120 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,418,605 | 4,580 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $2,688,684 | 8,399 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,803,345 | 8,120 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,370,995 | 8,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,308,356 | 8,204 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,127,375 | 8,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,984,065 | 7,935 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,492,118 | 11,082 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,793,577 | 7,869 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,579,582 | 7,194 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,347,391 | 7,043 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,243,418 | 6,595 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,136,725 | 6,639 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,023,887 | 6,280 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,017,217 | 5,826 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $925,716 | 5,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $691,219 | 4,650 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $522,356 | 3,729 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $456,782 | 3,661 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $445,726 | 3,603 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $409,015 | 3,874 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $376,116 | 3,858 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $311,774 | 3,825 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||