Position in AJG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$222,682
+$21,971 QoQ
Shares Held
970
+49.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#995
of 1,284 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $474,434 across 2 Insurance Brokers names. AJG ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
759 | $251,752 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
970 | $222,682 |
All Filings in AJG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,682 | 970 | Shares | Other | 2026-07-27 | |
| 2025-09-30 | $200,711 | 648 | Shares | Other | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||