Anchor Investment Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1634149
COLUMBIA, SC
Position in AJG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,990,153
-$171,778 QoQ
Shares Held
9,189
+10.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
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%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $2,244,826 across 5 Insurance Brokers names. AJG ranks #1 (88.7% of the industry book) .
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,990,153 | 9,189 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,161,931 | 8,354 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $736,251 | 2,377 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $760,925 | 2,377 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $836,171 | 2,422 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $687,484 | 2,422 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $681,478 | 2,422 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $628,048 | 2,422 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $605,596 | 2,422 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $530,941 | 2,361 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $355,798 | 1,561 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $337,039 | 1,535 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $442,882 | 2,315 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $436,470 | 2,315 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $460,581 | 2,690 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $433,686 | 2,660 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $464,436 | 2,660 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $433,506 | 2,555 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $399,868 | 2,690 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $364,208 | 2,600 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $511,557 | 4,100 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $181,235 | 1,465 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $138,837 | 1,315 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $113,575 | 1,165 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $94,959 | 1,165 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||