Position in AJG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,188,713
+$753,604 QoQ
Shares Held
5,178
+157.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#569
of 1,284 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 1%
None 98%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $2,605,629 across 3 Insurance Brokers names. AJG ranks #1 (45.6% of the industry book) .
All Filings in AJG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,713 | 5,178 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $435,109 | 2,009 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $451,329 | 1,744 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $550,098 | 1,776 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $586,779 | 1,833 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $681,158 | 1,973 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $592,111 | 2,086 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,052,605 | 3,741 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $962,818 | 3,713 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $535,335 | 2,141 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $267,382 | 1,189 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||