Sequoia Financial Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1599900 Akron, OH

Position in AJG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$34,389,356

+$4,104,325 QoQ

Shares Held

149,799

+7.1% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#138

of 1,289 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $44,246,692 across 5 Insurance Brokers names. AJG ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	149,799	$34,389,356
2	AON	Aon plc	17,646	$5,853,001
3	MRSH	Marsh & Mclennan Companies, Inc.	15,030	$2,505,050
4	BRO	Brown & Brown, Inc.	12,656	$811,882
5	WTW	Willis Towers Watson PLC	2,630	$687,403

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,389,356	149,799	+7.1%	Shares	Sole	2026-07-17
2026-03-31	$30,285,031	139,833	+5.5%	Shares	Sole	2026-04-30
2025-12-31	$34,314,001	132,594	+3.9%	Shares	Sole	2026-02-03
2025-09-30	$39,541,718	127,661	+4.8%	Shares	Sole	2025-10-29
2025-06-30	$38,985,173	121,783	+4.3%	Shares	Sole	2025-07-25
2025-03-31	$40,320,924	116,791	+44.8%	Shares	Sole	2025-04-23
2024-12-31	$22,900,450	80,678	+23.5%	Shares	Sole	2025-08-08
2024-09-30	$18,384,153	65,338	+37.7%	Shares	Sole	2024-10-21
2024-06-30	$12,302,703	47,444	+9.9%	Shares	Sole	2024-07-15
2024-03-31	$10,798,227	43,186	-14.1%	Shares	Sole	2024-04-30
2023-12-31	$11,305,617	50,274	+1205.8%	Shares	Sole	2024-01-26
2023-09-30	$877,530	3,850	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$830,852	3,784	+1.9%	Shares	Sole	2023-08-08
2023-03-31	$710,142	3,712	-2.4%	Shares	Sole	2023-04-25
2022-12-31	$717,017	3,803	+16.4%	Shares	Sole	2023-02-10
2022-09-30	$559,375	3,267	-10.2%	Shares	Sole	2022-10-26
2022-06-30	$593,139	3,638	+43.7%	Shares	Sole	2022-07-22
2022-03-31	$442,087	2,532	+37.7%	Shares	Sole	2022-05-13
2021-12-31	$312,023	1,839	-16.9%	Shares	Sole	2022-02-22
2021-06-30	$310,137	2,214	-1.0%	Shares	Sole	2021-07-27
2021-03-31	$279,110	2,237	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.