Heritage Wealth Advisors

Position in AJG — Arthur J. Gallagher & Co.

CIK 1591122 RICHMOND, VA

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$343,895

-$164,201 QoQ

Shares Held

1,498

-36.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#849

of 1,289 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $737,241 across 4 Insurance Brokers names. AJG ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	1,498	$343,895
2	AON	Aon plc	816	$270,659
3	WTW	Willis Towers Watson PLC	405	$105,854
4	MRSH	Marsh & Mclennan Companies, Inc.	101	$16,833

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,895	1,498	-36.1%	Shares	Sole	2026-08-14
2026-03-31	$508,096	2,346	-64.9%	Shares	Sole	2026-05-14
2025-12-31	$1,730,528	6,687	+346.4%	Shares	Sole	2026-02-13
2025-09-30	$463,990	1,498	0.0%	Shares	Sole	2025-11-13
2025-06-30	$479,539	1,498	0.0%	Shares	Sole	2025-08-11
2025-03-31	$517,169	1,498	0.0%	Shares	Sole	2025-05-08
2024-12-31	$425,207	1,498	0.0%	Shares	Sole	2025-02-12
2024-09-30	$421,492	1,498	0.0%	Shares	Sole	2024-11-12
2024-06-30	$388,446	1,498	0.0%	Shares	Sole	2024-12-12
2024-03-31	$374,559	1,498	0.0%	Shares	Sole	2024-12-12
2023-12-31	$336,870	1,498	0.0%	Shares	Sole	2024-12-12
2023-09-30	$341,439	1,498	0.0%	Shares	Sole	2024-12-12
2023-06-30	$328,915	1,498	0.0%	Shares	Sole	2024-12-12
2023-03-31	$286,582	1,498	0.0%	Shares	Sole	2023-05-04
2022-12-31	$282,432	1,498	0.0%	Shares	Sole	2024-12-12
2022-09-30	$256,487	1,498	0.0%	Shares	Sole	2024-12-12
2022-06-30	$244,233	1,498	0.0%	Shares	Sole	2022-08-04
2022-03-31	$261,550	1,498	0.0%	Shares	Sole	2022-05-11
2021-12-31	$254,165	1,498	0.0%	Shares	Sole	2022-03-28
2021-09-30	$222,677	1,498	0.0%	Shares	Sole	2021-11-02
2021-06-30	$209,839	1,498	0.0%	Shares	Sole	2021-08-09
2021-03-31	$186,905	1,498	0.0%	Shares	Sole	2021-04-27
2020-12-31	$185,317	1,498	+1.5%	Shares	Sole	2021-02-01
2020-09-30	$155,836	1,476	0.0%	Shares	Sole	2020-11-03
2020-06-30	$143,895	1,476	0.0%	Shares	Sole	2020-07-17
2020-03-31	$120,308	1,476	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.