Position in AJG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,727,096
+$1,011,818 QoQ
Shares Held
33,659
+8.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#300
of 1,291 holders
Holding Since
Mar 2020
26 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, 2026Swiss Life Asset Management Ltd holds $68,256,532 across 8 Insurance Brokers names. AJG ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
158,021 | $26,337,359 | |
| 2 | AON |
Aon plc
|
46,994 | $15,587,440 | |
| 3 | ERIE |
Erie Indemnity Co
|
39,732 | $9,525,747 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
33,659 | $7,727,096 | |
| 5 | WTW |
Willis Towers Watson PLC
|
23,927 | $6,253,800 | |
| 6 | BRO |
Brown & Brown, Inc.
|
35,638 | $2,286,177 | |
| 7 | CRVL |
Corvel Corp
|
4,531 | $283,278 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,770 | $255,635 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,727,096 | 33,659 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,715,278 | 31,006 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,553,338 | 25,323 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,287,092 | 26,755 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,231,300 | 28,837 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $9,424,706 | 27,299 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $6,245,550 | 22,003 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $5,499,939 | 19,547 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $4,652,539 | 17,942 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $3,775,103 | 15,098 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $9,195,342 | 40,890 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $12,467,314 | 54,698 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $12,775,680 | 58,185 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $11,600,463 | 60,637 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $3,002,499 | 15,925 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $3,323,379 | 19,410 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $3,491,990 | 21,418 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $5,576,200 | 31,937 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $4,591,269 | 27,060 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $4,243,511 | 28,547 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $4,344,020 | 31,011 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $6,548,428 | 52,484 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $9,596,184 | 77,570 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $9,045,249 | 85,672 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $6,156,492 | 63,150 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $8,795,580 | 107,908 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||