MISSION WEALTH MANAGEMENT, LP

Position in AJG — Arthur J. Gallagher & Co.

CIK 1645382 Santa Barbara, CA

Position in AJG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$567,726

+$115,074 QoQ

Shares Held

2,473

+18.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#715

of 1,284 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $4,838,952 across 3 Insurance Brokers names. AJG ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,086	$2,350,355
2	MRSH	Marsh & Mclennan Companies, Inc.	11,525	$1,920,871
3	AJG	Arthur J. Gallagher & Co. This page	2,473	$567,726

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$567,726	2,473	+18.3%	Shares	Sole	2026-07-20
2026-03-31	$452,652	2,090	-15.4%	Shares	Sole	2026-05-15
2025-12-31	$638,952	2,469	-6.1%	Shares	Sole	2026-02-05
2025-09-30	$814,306	2,629	+61.0%	Shares	Sole	2025-11-04
2025-06-30	$522,755	1,633	-1.6%	Shares	Sole	2025-08-05
2025-03-31	$572,753	1,659	+2.9%	Shares	Sole	2025-04-17
2024-12-31	$457,850	1,613	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$449,066	1,596	+5.8%	Shares	Sole	2024-10-31
2024-06-30	$391,039	1,508	+1.4%	Shares	Sole	2024-08-05
2024-03-31	$371,809	1,487	+5.8%	Shares	Sole	2024-04-30
2023-12-31	$315,956	1,405	+21.8%	Shares	Sole	2024-02-05
2023-09-30	$263,031	1,154	+0.1%	Shares	Sole	2023-10-24
2023-06-30	$253,164	1,153	+2.5%	Shares	Sole	2023-08-04
2023-03-31	$215,223	1,125	+1.7%	Shares	Sole	2023-04-07
2022-12-31	$208,525	1,106	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.