Position in AJG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,073,928
+$380,276 QoQ
Shares Held
9,034
+15.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#82
of 328 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $12,703,947 across 8 Insurance Brokers names. AJG ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
14,058 | $4,662,893 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,951 | $3,325,229 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
9,034 | $2,073,928 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,311 | $865,393 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,301 | $791,412 | |
| 6 | BRO |
Brown & Brown, Inc.
|
11,099 | $711,997 | |
| 7 | CRVL |
Corvel Corp
|
4,124 | $257,831 | |
| 8 | SLQT |
SelectQuote, Inc.
|
18,151 | $15,264 |
All Filings in AJG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073,928 | 9,034 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,693,652 | 7,820 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,960,329 | 7,575 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,489,066 | 8,036 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,011,423 | 12,531 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,929,016 | 8,484 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,255,755 | 7,947 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,565,261 | 5,563 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $902,398 | 3,480 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||