Checchi Capital Advisers, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1598186
BEVERLY HILLS, CA
Position in AJG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$542,014
+$44,963 QoQ
Shares Held
2,361
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#728
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $2,012,270 across 3 Insurance Brokers names. AJG ranks #3 (26.9% of the industry book) .
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,014 | 2,361 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $497,051 | 2,295 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $536,730 | 2,074 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $717,667 | 2,317 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $802,860 | 2,508 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,000,850 | 2,899 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $814,081 | 2,868 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $843,265 | 2,997 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $764,445 | 2,948 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $729,366 | 2,917 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $708,821 | 3,152 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $713,876 | 3,132 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $718,213 | 3,271 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $626,540 | 3,275 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $625,198 | 3,316 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $579,750 | 3,386 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $536,890 | 3,293 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $532,704 | 3,051 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $487,461 | 2,873 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $415,476 | 2,795 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $380,317 | 2,715 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $340,996 | 2,733 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $327,584 | 2,648 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $266,061 | 2,520 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $268,389 | 2,753 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $205,649 | 2,523 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||