OAKWORTH CAPITAL, INC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1588871 BIRMINGHAM, AL

Position in AJG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$365,703

+$22,209 QoQ

Shares Held

1,593

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#833

of 1,289 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 9% None 0%

Financial Services · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $570,508 across 3 Insurance Brokers names. AJG ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	1,593	$365,703
2	AON	Aon plc	524	$173,805
3	MRSH	Marsh & Mclennan Companies, Inc.	186	$31,000

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,703	1,593	+0.4%	Shares	Sole	2026-07-22
2026-03-31	$343,494	1,586	0.0%	Shares	Sole	2026-04-24
2025-12-31	$410,439	1,586	0.0%	Shares	Sole	2026-01-30
2025-09-30	$491,246	1,586	0.0%	Shares	Sole	2025-11-04
2025-06-30	$507,710	1,586	-21.1%	Shares	Sole	2025-07-17
2025-03-31	$694,277	2,011	+0.4%	Shares	Sole	2025-04-24
2024-12-31	$568,266	2,002	0.0%	Shares	Sole	2025-01-27
2024-09-30	$563,302	2,002	-2.2%	Shares	Sole	2024-10-21
2024-06-30	$531,066	2,048	-2.2%	Shares	Sole	2024-07-19
2024-03-31	$523,333	2,093	-3.1%	Shares	Sole	2024-04-22
2023-12-31	$485,740	2,160	+8.0%	Shares	Sole	2024-01-31
2023-09-30	$455,859	2,000	0.0%	Shares	Sole	2023-10-31
2023-06-30	$439,139	2,000	+6.9%	Shares	Sole	2023-07-28
2023-03-31	$357,940	1,871	0.0%	Shares	Sole	2023-05-02
2022-12-31	$352,757	1,871	0.0%	Shares	Sole	2023-02-03
2022-09-30	$320,352	1,871	0.0%	Shares	Sole	2022-10-31
2022-06-30	$305,047	1,871	0.0%	Shares	Sole	2022-08-05
2022-03-31	$326,676	1,871	+23.0%	Shares	Sole	2022-04-11
2021-12-31	$258,067	1,521	0.0%	Shares	Sole	2022-02-07
2021-09-30	$226,096	1,521	0.0%	Shares	Sole	2021-11-10
2021-06-30	$213,061	1,521	0.0%	Shares	Sole	2021-07-20
2021-03-31	$189,775	1,521	-3.6%	Shares	Sole	2021-04-30
2020-12-31	$195,090	1,577	0.0%	Shares	Sole	2021-02-12
2020-09-30	$166,499	1,577	0.0%	Shares	Sole	2020-11-09
2020-06-30	$153,740	1,577	0.0%	Shares	Sole	2020-08-11
2020-03-31	$128,541	1,577	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.