Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,610,954
+$1,349,344 QoQ
Shares Held
46,221
+8.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#264
of 1,284 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, 2026Baird Financial Group, Inc. holds $86,108,314 across 6 Insurance Brokers names. AJG ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
302,741 | $50,457,841 | |
| 2 | BRO |
Brown & Brown, Inc.
|
179,480 | $11,513,641 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
46,221 | $10,610,954 | |
| 4 | AON |
Aon plc
|
31,867 | $10,569,964 | |
| 5 | WTW |
Willis Towers Watson PLC
|
9,910 | $2,590,176 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
7,541 | $365,738 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,610,954 | 46,221 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,261,610 | 42,763 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,040,828 | 34,935 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,484,388 | 33,849 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,716,016 | 33,475 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $11,104,643 | 32,165 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,840,224 | 31,144 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,937,155 | 31,763 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,513,924 | 32,833 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,198,811 | 32,790 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,214,149 | 32,080 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,232,972 | 27,346 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,380,341 | 24,504 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,378,533 | 17,660 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $857,478 | 4,548 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $788,295 | 4,604 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $708,082 | 4,343 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $920,141 | 5,270 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $655,944 | 3,866 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $914,940 | 6,155 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $701,800 | 5,010 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $685,735 | 5,496 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $66,413,218 | 536,846 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $57,663,995 | 546,164 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,541,125 | 569,711 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $48,405,202 | 593,856 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||