Perigon Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1575239 SAN FRANCISCO, CA

Position in AJG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$627,414

+$285,435 QoQ

Shares Held

2,733

+73.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#697

of 1,284 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $3,688,354 across 5 Insurance Brokers names. AJG ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,767	$1,461,195
2	AON	Aon plc	3,363	$1,115,473
3	AJG	Arthur J. Gallagher & Co. This page	2,733	$627,414
4	BRO	Brown & Brown, Inc.	4,249	$272,573
5	ERIE	Erie Indemnity Co	883	$211,699

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,414	2,733	+73.1%	Shares	Sole	2026-08-07
2026-03-31	$341,979	1,579	+15.7%	Shares	Sole	2026-04-10
2025-12-31	$353,248	1,365	-17.2%	Shares	Sole	2026-01-16
2025-09-30	$510,761	1,649	+1.5%	Shares	Sole	2025-10-17
2025-06-30	$520,195	1,625	+14.8%	Shares	Sole	2025-07-16
2025-03-31	$488,859	1,416	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$403,350	1,421	+19.4%	Shares	Sole	2025-01-22
2024-09-30	$334,830	1,190	+6.5%	Shares	Sole	2024-10-16
2024-06-30	$289,649	1,117	-7.3%	Shares	Sole	2024-08-02
2024-03-31	$301,298	1,205	+10.1%	Shares	Sole	2024-04-29
2023-12-31	$246,018	1,094	+0.6%	Shares	Sole	2024-01-29
2023-09-30	$247,987	1,088	+215.4%	Shares	Sole	2023-10-30
2020-12-31	$42,679	345	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.