Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,451,403
+$377,185 QoQ
Shares Held
45,526
-2.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#265
of 1,283 holders
Holding Since
Jun 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 Jun 30, 2026XPONANCE LLC holds $46,546,793 across 7 Insurance Brokers names. AJG ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
87,288 | $14,548,290 | |
| 2 | AON |
Aon plc
|
38,679 | $12,829,437 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
45,526 | $10,451,403 | |
| 4 | WTW |
Willis Towers Watson PLC
|
17,232 | $4,503,927 | |
| 5 | BRO |
Brown & Brown, Inc.
|
52,486 | $3,366,976 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,460 | $589,785 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
9,668 | $256,975 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,451,403 | 45,526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,074,218 | 46,515 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,478,665 | 40,491 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,829,280 | 38,191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,380,055 | 41,797 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,951,678 | 37,515 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,117,549 | 35,644 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,865,405 | 31,508 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,996,083 | 30,836 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,846,755 | 31,382 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,521,295 | 28,999 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,330,299 | 27,773 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,847,807 | 26,633 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,304,643 | 27,728 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,042,690 | 26,746 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,887,207 | 22,703 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,216,616 | 19,729 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,351,687 | 13,469 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,211,818 | 13,036 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,554,730 | 10,459 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,580,242 | 11,281 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,039,583 | 8,332 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,029,267 | 8,320 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $824,474 | 7,809 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $850,892 | 8,728 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||