Sunbelt Securities, Inc.

Broker-Dealer

Position in AJG — Arthur J. Gallagher & Co.

CIK 1632932 HOUSTON, TX

Position in AJG

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$675,513

-$158,308 QoQ

Shares Held

3,119

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Sunbelt Securities, Inc. holds $1,728,549 across 6 Insurance Brokers names. AJG ranks #2 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	15,880	$1,035,534
2	AJG	Arthur J. Gallagher & Co. This page	3,119	$675,513
3	AON	Aon plc	38	$12,265
4	MRSH	Marsh & Mclennan Companies, Inc.	25	$4,336
5	WTW	Willis Towers Watson PLC	3	$872
6	CRD-A	Crawford & Co	3	$29

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$675,513	3,119	-3.2%	Shares	Sole	2026-05-18
2025-12-31	$833,821	3,222	-2.3%	Shares	Sole	2026-02-20
2025-09-30	$1,021,832	3,299	-2.5%	Shares	Sole	2025-11-19
2025-06-30	$1,083,606	3,385	+4.8%	Shares	Sole	2025-08-14
2025-03-31	$1,115,470	3,231	-4.5%	Shares	Sole	2025-04-24
2024-12-31	$960,832	3,385	-25.6%	Shares	Sole	2025-02-18
2024-09-30	$1,280,233	4,550	+2.2%	Shares	Sole	2024-11-18
2024-06-30	$1,154,188	4,451	-5.3%	Shares	Sole	2024-08-16
2024-03-31	$1,175,188	4,700	+3.0%	Shares	Sole	2024-04-15
2023-12-31	$1,026,352	4,564	+3.7%	Shares	Sole	2024-02-15
2023-09-30	$1,003,347	4,402	+1.0%	Shares	Sole	2023-12-11
2023-06-30	$957,105	4,359	+1.9%	Shares	Sole	2023-08-16
2023-03-31	$818,615	4,279	+0.2%	Shares	Sole	2023-05-17
2022-12-31	$804,877	4,269	-2.6%	Shares	Sole	2023-02-08
2022-09-30	$750,457	4,383	+3.3%	Shares	Sole	2022-11-21
2022-06-30	$691,452	4,241	+2.0%	Shares	Sole	2022-10-03
2022-03-31	$725,637	4,156	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$704,978	4,155	-3.9%	Shares	Sole	2022-02-14
2021-09-30	$642,911	4,325	0.0%	Shares	Sole	2021-11-15
2021-06-30	$605,846	4,325	-0.4%	Shares	Sole	2021-07-29
2021-03-31	$541,626	4,341	-7.3%	Shares	Sole	2021-05-27
2020-12-31	$579,581	4,685	-3.5%	Shares	Sole	2021-02-09
2020-09-30	$512,590	4,855	-3.6%	Shares	Sole	2020-11-17
2020-06-30	$490,862	5,035	-1.2%	Shares	Sole	2020-08-14
2020-03-31	$415,374	5,096	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.