Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,159,112
+$168,143 QoQ
Shares Held
13,761
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#426
of 1,284 holders
Holding Since
Sep 2024
8 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, 2026Wealthspire Advisors, LLC holds $245,222,710 across 3 Insurance Brokers names. AJG ranks #2 (1.3% of the industry book) .
All Filings in AJG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,159,112 | 13,761 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,990,969 | 13,810 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,726,058 | 14,398 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,259,242 | 7,294 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,392,576 | 7,474 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,614,846 | 7,574 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,194,724 | 4,209 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,020,528 | 3,627 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||