EXENCIAL WEALTH ADVISORS, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1576151 OKLAHOMA CITY, OK

Position in AJG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$9,742,201

-$2,545,665 QoQ

Shares Held

44,982

-5.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $26,657,023 across 4 Insurance Brokers names. AJG ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	44,982	$9,742,201
2	WTW	Willis Towers Watson PLC	33,105	$9,623,623
3	MRSH	Marsh & Mclennan Companies, Inc.	22,556	$3,912,338
4	AON	Aon plc	10,468	$3,378,861

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,742,201	44,982	-5.3%	Shares	Sole	2026-04-28
2025-12-31	$12,287,866	47,482	+43.8%	Shares	Sole	2026-01-30
2025-09-30	$10,225,446	33,013	-3.1%	Shares	Sole	2025-10-27
2025-06-30	$10,911,290	34,085	-54.4%	Shares	Sole	2025-07-30
2025-03-31	$25,815,321	74,775	-0.3%	Shares	Sole	2025-05-09
2024-12-31	$21,282,505	74,978	-1.7%	Shares	Sole	2025-02-06
2024-09-30	$21,452,211	76,242	-0.5%	Shares	Sole	2024-10-31
2024-06-30	$19,865,220	76,608	+31.7%	Shares	Sole	2024-08-12
2024-03-31	$14,539,075	58,147	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.