Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,932,060
-$1,175,429 QoQ
Shares Held
8,416
-41.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#497
of 1,284 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$69,048
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $17,819,839 across 6 Insurance Brokers names. AJG ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,537 | $10,256,369 | |
| 2 | AON |
Aon plc
|
9,752 | $3,234,640 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
8,416 | $1,932,060 | |
| 4 | BRO |
Brown & Brown, Inc.
|
20,341 | $1,304,874 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,442 | $825,219 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
10,033 | $266,677 |
All Filings in AJG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,060 | 8,416 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,107,489 | 14,348 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,214,723 | 8,558 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,986,512 | 9,642 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,869,233 | 8,963 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,422,892 | 7,018 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $69,048 | 200 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $113,540 | 400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $1,697,989 | 5,982 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,691,595 | 6,012 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,373,824 | 5,298 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,198,941 | 4,795 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $75,012 | 300 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $67,464 | 300 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $1,044,342 | 4,644 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $642,078 | 2,817 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $68,379 | 300 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $531,578 | 2,421 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $849,989 | 4,443 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $802,049 | 4,254 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $248,097 | 1,449 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||