Position in AJG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$330,580
-$349,481 QoQ
Shares Held
1,440
-54.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 409 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, 2026IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. AJG ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,848 | $1,308,026 | |
| 2 | AON |
Aon plc
|
1,592 | $528,050 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,440 | $330,580 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
2,811 | $74,716 | |
| 5 | CRVL |
Corvel Corp
|
973 | $60,831 | |
| 6 | BRO |
Brown & Brown, Inc.
|
681 | $43,686 | |
| 7 | WTW |
Willis Towers Watson PLC
|
164 | $42,864 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
70 | $3,395 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,580 | 1,440 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $680,061 | 3,140 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $807,683 | 3,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,006,035 | 3,248 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $967,722 | 3,023 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $744,337 | 2,156 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $493,899 | 1,740 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $490,427 | 1,743 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $491,651 | 1,896 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $544,837 | 2,179 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $495,410 | 2,203 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $578,942 | 2,540 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $624,237 | 2,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $855,155 | 4,470 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $588,998 | 3,124 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $480,614 | 2,807 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $220,267 | 1,351 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $235,884 | 1,351 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $128,100 | 755 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $96,027 | 646 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $84,888 | 606 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $95,573 | 766 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $68,906 | 557 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $57,541 | 545 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $51,474 | 528 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,225,095 | 15,030 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||