KESTRA PRIVATE WEALTH SERVICES, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1649451 AUSTIN, TX

Position in AJG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,822,556

+$96,197 QoQ

Shares Held

7,939

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#508

of 1,284 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,586,630 across 3 Insurance Brokers names. AJG ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	17,358	$2,893,057
2	AJG	Arthur J. Gallagher & Co. This page	7,939	$1,822,556
3	AON	Aon plc	2,626	$871,017

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,822,556	7,939	-0.4%	Shares	Sole	2026-07-28
2026-03-31	$1,726,359	7,971	+252.5%	Shares	Sole	2026-04-20
2025-12-31	$585,124	2,261	-20.1%	Shares	Sole	2026-01-29
2025-09-30	$876,564	2,830	+11.3%	Shares	Sole	2025-11-17
2025-06-30	$813,745	2,542	-2.7%	Shares	Sole	2025-08-07
2025-03-31	$901,766	2,612	-6.3%	Shares	Sole	2025-05-05
2024-12-31	$791,089	2,787	+17.6%	Shares	Sole	2025-01-28
2024-09-30	$666,846	2,370	-39.9%	Shares	Sole	2024-11-13
2024-06-30	$1,022,459	3,943	-15.1%	Shares	Sole	2024-08-12
2024-03-31	$1,161,935	4,647	-5.7%	Shares	Sole	2024-05-02
2023-12-31	$1,107,983	4,927	+84.1%	Shares	Sole	2024-02-05
2023-09-30	$609,940	2,676	-10.3%	Shares	Sole	2023-11-08
2023-06-30	$654,757	2,982	+97.0%	Shares	Sole	2023-08-08
2023-03-31	$289,643	1,514	+17.3%	Shares	Sole	2023-05-12
2022-12-31	$243,405	1,291	-31.0%	Shares	Sole	2023-02-01
2022-09-30	$320,352	1,871	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$298,363	1,830	+10.7%	Shares	Sole	2022-08-12
2022-03-31	$288,613	1,653	-17.3%	Shares	Sole	2022-07-21
2021-12-31	$339,170	1,999	-21.3%	Shares	Sole	2022-07-21
2021-09-30	$377,719	2,541	-4.3%	Shares	Sole	2022-07-26
2021-06-30	$371,772	2,654	-26.1%	Shares	Sole	2022-07-27
2021-03-31	$448,049	3,591	+22.2%	Shares	Sole	2022-07-27
2020-12-31	$363,583	2,939	+22.7%	Shares	Sole	2022-07-28
2020-09-30	$252,969	2,396	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.