MV CAPITAL MANAGEMENT, INC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1633366 BETHESDA, MD

Position in AJG

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

Position Value

$33,517

+$3,846 QoQ

Shares Held

146

+6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,115

of 1,282 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $3,484,611 across 6 Insurance Brokers names. AJG ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	9,812	$3,254,542
2	MRSH	Marsh & Mclennan Companies, Inc.	973	$162,169
3	AJG	Arthur J. Gallagher & Co. This page	146	$33,517
4	WTW	Willis Towers Watson PLC	82	$21,432
5	BRO	Brown & Brown, Inc.	172	$11,033
6	ERIE	Erie Indemnity Co	8	$1,918

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,517	146	+6.6%	Shares	Sole	2026-07-30
2026-03-31	$29,671	137	+3.8%	Shares	Sole	2026-04-30
2025-12-31	$34,160	132	-6.4%	Shares	Sole	2026-02-23
2025-09-30	$43,673	141	0.0%	Shares	Sole	2026-02-23
2025-06-30	$45,136	141	-0.7%	Shares	Sole	2025-08-08
2025-03-31	$49,024	142	+2.9%	Shares	Sole	2025-04-15
2024-12-31	$39,171	138	+0.7%	Shares	Sole	2025-02-12
2024-09-30	$38,547	137	0.0%	Shares	Sole	2024-11-04
2024-06-30	$35,525	137	+4.6%	Shares	Sole	2024-08-01
2024-03-31	$32,755	131	+2.3%	Shares	Sole	2024-04-18
2023-12-31	$28,784	128	+1.6%	Shares	Sole	2024-01-29
2023-09-30	$28,719	126	+3.3%	Shares	Sole	2023-11-07
2023-06-30	$26,787	122	+0.8%	Shares	Sole	2023-08-03
2023-03-31	$23,148	121	+9.0%	Shares	Sole	2023-04-26
2022-12-31	$20,927	111	+3.7%	Shares	Sole	2023-01-27
2022-09-30	$18,320	107	+13.8%	Shares	Sole	2022-10-24
2022-06-30	$15,325	94	+32.4%	Shares	Sole	2022-07-19
2022-03-31	$12,396	71	+18.3%	Shares	Sole	2022-05-09
2021-12-31	$10,180	60	+25.0%	Shares	Sole	2022-02-02
2021-09-30	$7,135	48	+45.5%	Shares	Sole	2021-11-12
2021-06-30	$4,622	33	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.