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Ellevest, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1644128 NEW YORK, NY

Position in AJG

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$345,043
+$9,128 QoQ
Shares Held
1,503
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#842
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $1,191,384 across 3 Insurance Brokers names. AJG ranks #2 (29.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AJG
Arthur J. Gallagher & Co.
This page
1,503 $345,043

All Filings in AJG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $345,043 1,503
2026-03-31 $335,915 1,551
2025-12-31 $547,858 2,117
2025-09-30 $533,062 1,721
2025-06-30 $533,640 1,667
2025-03-31 $784,040 2,271
2024-12-31 $483,396 1,703
2024-09-30 $387,446 1,377
2024-06-30 $388,705 1,499
2024-03-31 $523,083 2,092
2023-12-31 $467,750 2,080
2023-09-30 $475,461 2,086
2023-06-30 $479,101 2,182
2023-03-31 $299,974 1,568
2022-12-31 $303,926 1,612
2022-09-30 $252,378 1,474
2022-06-30 $240,810 1,477
2022-03-31 $56,046 321
2021-12-31 $47,507 280
2021-09-30 $31,811 214
2021-06-30 $30,817 220
2021-03-31 $26,076 209
2020-12-31 $29,071 235
2020-09-30 $22,699 215
2020-06-30 $28,857 296
2020-03-31 $27,061 332