Sendero Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1639375 SAN ANTONIO, TX

Position in AJG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,282,837

+$672,948 QoQ

Shares Held

5,588

+98.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#556

of 1,284 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $10,965,049 across 3 Insurance Brokers names. AJG ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	18,612	$4,864,617
2	MRSH	Marsh & Mclennan Companies, Inc.	28,905	$4,817,595
3	AJG	Arthur J. Gallagher & Co. This page	5,588	$1,282,837

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,282,837	5,588	+98.4%	Shares	Other	2026-08-04
2026-03-31	$609,889	2,816	-72.9%	Shares	Other	2026-04-22
2025-03-31	$3,583,245	10,379	—	Shares	Sole	2025-04-10
No filing history on record for this holder in this stock.