Dakota Wealth Management

Position in AJG — Arthur J. Gallagher & Co.

CIK 1631353 PALM BEACH GARDENS, FL

Position in AJG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$213,500

-$1,512,642 QoQ

Shares Held

930

-88.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,009

of 1,289 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dakota Wealth Management holds $5,317,742 across 3 Insurance Brokers names. AJG ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	17,948	$4,691,068
2	MRSH	Marsh & Mclennan Companies, Inc.	2,479	$413,174
3	AJG	Arthur J. Gallagher & Co. This page	930	$213,500

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,500	930	-88.3%	Shares	Defined	2026-08-07
2026-03-31	$1,726,142	7,970	-46.4%	Shares	Defined	2026-08-26
2025-12-31	$3,851,571	14,883	-51.5%	Shares	Defined	2026-08-26
2025-09-30	$9,505,301	30,688	-63.6%	Shares	Sole	2026-08-26
2025-06-30	$26,988,997	84,309	-10.5%	Shares	Defined	2025-07-16
2025-03-31	$32,520,227	94,196	+4.0%	Shares	Defined	2025-05-02
2024-12-31	$25,720,500	90,613	+4.6%	Shares	Sole	2025-01-17
2024-09-30	$24,365,797	86,597	+17.2%	Shares	Defined	2024-10-23
2024-06-30	$19,163,268	73,901	+40.7%	Shares	Defined	2024-07-22
2024-03-31	$13,129,350	52,509	+773.7%	Shares	Defined	2024-04-24
2023-12-31	$1,351,528	6,010	-86.4%	Shares	Defined	2024-01-30
2023-09-30	$10,049,205	44,089	-3.6%	Shares	Sole	2023-10-24
2023-06-30	$10,042,692	45,738	+34.9%	Shares	Sole	2023-07-31
2023-03-31	$6,484,260	33,894	+913.3%	Shares	Sole	2023-04-14
2022-12-31	$630,666	3,345	-65.3%	Shares	Sole	2023-02-08
2020-03-31	$785,593	9,638	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.