WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1632972 PLYMOUTH, MN

Position in AJG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$11,349,481

+$2,767,066 QoQ

Shares Held

49,438

+24.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#40

of 447 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. AJG ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	96,143	$16,024,153
2	AON	Aon plc	46,437	$15,402,688
3	AJG	Arthur J. Gallagher & Co. This page	49,438	$11,349,481
4	BRO	Brown & Brown, Inc.	41,422	$2,657,221
5	BWIN	Baldwin Insurance Group, Inc.	94,048	$2,499,795
6	CRVL	Corvel Corp	22,199	$1,387,881
7	WTW	Willis Towers Watson PLC	4,132	$1,079,980
8	ERIE	Erie Indemnity Co	2,214	$530,806

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,349,481	49,438	+24.8%	Shares	Sole	2026-07-15
2026-03-31	$8,582,415	39,627	-49.6%	Shares	Sole	2026-04-08
2025-12-31	$20,338,306	78,590	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$24,321,404	78,522	+31.6%	Shares	Sole	2025-10-29
2025-06-30	$19,098,679	59,661	-11.3%	Shares	Sole	2025-07-10
2025-03-31	$23,229,818	67,286	-1.2%	Shares	Sole	2025-04-16
2024-12-31	$19,336,997	68,124	+23.0%	Shares	Sole	2025-03-17
2024-09-30	$15,586,209	55,394	+1.0%	Shares	Sole	2024-10-24
2024-06-30	$14,225,227	54,858	+0.8%	Shares	Sole	2024-07-16
2024-03-31	$13,603,426	54,405	+0.0%	Shares	Sole	2024-04-15
2023-12-31	$12,234,371	54,404	-4.6%	Shares	Sole	2024-01-30
2023-09-30	$13,003,862	57,052	+2159.5%	Shares	Sole	2023-11-13
2023-06-30	$554,414	2,525	+0.4%	Shares	Sole	2023-07-21
2023-03-31	$481,144	2,515	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.