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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1631073 WASHINGTON, DC
Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$10,101
-$3,543 QoQ
Shares Held
44
-30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,190
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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $49,619 across 6 Insurance Brokers names. AJG ranks #3 (20.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 107 $17,833
2 AON
Aon plc
 42 $13,930
3 AJG
Arthur J. Gallagher & Co.
This page 		44 $10,101
4 WTW
Willis Towers Watson PLC
 26 $6,795
5 BRO
Brown & Brown, Inc.
 14 $898
6 CRVL
Corvel Corp
 1 $62

All Filings in AJG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,101 44
2026-03-31 $13,644 63
2025-12-31 $10,351 40
2025-09-30 $9,911 32
2025-06-30 $8,323 26
2025-03-31 $8,976 26
2024-12-31 $7,380 26
2024-09-30 $7,315 26
2024-06-30 $6,742 26
2024-03-31 $6,501 26
2023-12-31 $5,846 26
2023-09-30 $5,926 26
2023-06-30 $5,708 26
2023-03-31 $4,974 26
2022-12-31 $4,902 26
2022-09-30 $4,451 26
2022-06-30 $4,239 26
2022-03-31 $4,539 26
2021-12-31 $4,411 26
2021-09-30 $3,864 26
2021-06-30 $3,642 26
2021-03-31 $3,244 26
2020-12-31 $2,350 19
2020-09-30 $2,533 24
2020-06-30 $2,339 24
2020-03-31 $1,548 19

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