Sowell Financial Services LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AJG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$256,888

+$11,503 QoQ

Shares Held

1,119

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#939

of 1,284 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $1,032,429 across 3 Insurance Brokers names. AJG ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,474	$412,341
2	AON	Aon plc	1,095	$363,200
3	AJG	Arthur J. Gallagher & Co. This page	1,119	$256,888

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,888	1,119	-1.2%	Shares	Sole	2026-07-20
2026-03-31	$245,385	1,133	-18.0%	Shares	Sole	2026-04-20
2025-12-31	$357,647	1,382	-16.0%	Shares	Sole	2026-01-21
2025-09-30	$509,522	1,645	-8.1%	Shares	Sole	2025-10-17
2025-06-30	$573,014	1,790	0.0%	Shares	Sole	2025-07-14
2025-03-31	$617,979	1,790	+69.8%	Shares	Sole	2025-04-17
2023-03-31	$201,640	1,054	-43.5%	Shares	Sole	2023-05-12
2021-03-31	$232,945	1,867	+43.0%	Shares	Sole	2021-05-07
2020-12-31	$161,565	1,306	+61.4%	Shares	Sole	2021-01-13
2020-09-30	$85,414	809	-12.2%	Shares	Sole	2020-11-12
2020-06-30	$89,788	921	-80.6%	Shares	Sole	2020-08-13
2020-03-31	$386,194	4,738	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.