BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1654599
MORRISTOWN, NJ
Position in AJG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$57,392
-$35,953 QoQ
Shares Held
250
-42.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,092
of 1,284 holders
Holding Since
Mar 2024
5 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $241,596 across 3 Insurance Brokers names. AJG ranks #2 (23.8% of the industry book) .
All Filings in AJG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,392 | 250 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $93,345 | 431 | Shares | Sole | 2026-04-14 | |
| 2024-09-30 | $239,164 | 850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $403,745 | 1,557 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $387,562 | 1,550 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||