Pinnacle Wealth Management Advisory Group, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1631864
RED BANK, NJ
Position in AJG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$218,780
+$11,080 QoQ
Shares Held
953
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,003
of 1,289 holders
Holding Since
Mar 2023
14 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,465,107 across 3 Insurance Brokers names. AJG ranks #3 (14.9% of the industry book) .
All Filings in AJG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,780 | 953 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $207,700 | 959 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $249,473 | 964 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $306,332 | 989 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $326,202 | 1,019 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $340,061 | 985 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $274,199 | 966 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $275,742 | 980 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $252,567 | 974 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $260,541 | 1,042 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $230,726 | 1,026 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,164 | 1,080 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $237,135 | 1,080 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $205,084 | 1,072 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||