Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$646,239
+$267,008 QoQ
Shares Held
2,815
+60.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#689
of 1,289 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Circle Wealth Management, LLC holds $1,515,930 across 2 Insurance Brokers names. AJG ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,622 | $869,691 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,815 | $646,239 |
All Filings in AJG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,239 | 2,815 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $379,231 | 1,751 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||