Position in AJG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,789
+$178 QoQ
Shares Held
47
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,183
of 1,284 holders
Holding Since
Dec 2020
18 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, 2026Capital Analysts, LLC holds $184,519 across 3 Insurance Brokers names. AJG ranks #3 (5.8% of the industry book) .
All Filings in AJG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,789 | 47 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $10,611 | 49 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,987 | 27 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $14,556 | 47 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,045 | 47 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,226 | 47 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,663 | 27 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,475 | 55 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,260 | 28 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,501 | 50 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,075 | 47 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2 | 10 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $6,163 | 36 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $146,085 | 861 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $68,973 | 464 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $66,678 | 476 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $1,497 | 12 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,484 | 12 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||