Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,718,832
-$559,938 QoQ
Shares Held
33,623
-12.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#300
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $25,043,317 across 7 Insurance Brokers names. AJG ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,718,832 | 33,623 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,278,770 | 38,225 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $11,151,261 | 43,090 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $64,701,588 | 208,890 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $67,003,676 | 209,308 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $71,352,822 | 206,676 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,496,925 | 188,469 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,983,388 | 184,751 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,567,725 | 187,296 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $46,002,109 | 183,979 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $41,715,464 | 185,501 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,012,143 | 193,095 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,028,913 | 195,969 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,460,174 | 206,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,972,088 | 213,312 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,070,403 | 210,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,547,523 | 211,896 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $36,733,046 | 210,384 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $34,493,741 | 203,299 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $28,423,366 | 191,210 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $25,165,091 | 179,648 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $21,435,486 | 171,800 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,807,897 | 14,614 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,543,368 | 14,618 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,424,036 | 14,607 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,229,252 | 15,081 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||