Grove Bank & Trust

Bank

Position in AJG — Arthur J. Gallagher & Co.

CIK 1662212 Miami, FL

Position in AJG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$227,503

+$12,873 QoQ

Shares Held

991

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#965

of 1,264 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Financial Services · as of Jun 30, 2026

Grove Bank & Trust holds $683,591 across 5 Insurance Brokers names. AJG ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,388	$398,007
2	AJG	Arthur J. Gallagher & Co. This page	991	$227,503
3	AON	Aon plc	164	$54,397
4	WTW	Willis Towers Watson PLC	14	$3,659
5	GOCOQ	GoHealth, Inc.	66	$25

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,503	991	0.0%	Shares	Sole	2026-07-07
2026-03-31	$214,630	991	0.0%	Shares	Sole	2026-04-08
2025-12-31	$256,460	991	0.0%	Shares	Sole	2026-01-08
2025-09-30	$306,952	991	0.0%	Shares	Sole	2025-10-06
2025-06-30	$317,238	991	+2.1%	Shares	Sole	2025-07-11
2025-03-31	$335,228	971	-2.9%	Shares	Sole	2025-04-17
2024-12-31	$283,850	1,000	+0.6%	Shares	Sole	2025-01-16
2024-09-30	$279,681	994	0.0%	Shares	Sole	2024-10-11
2024-06-30	$257,754	994	0.0%	Shares	Sole	2024-07-24
2024-03-31	$248,539	994	-2.0%	Shares	Sole	2024-04-30
2023-12-31	$228,028	1,014	0.0%	Shares	Sole	2024-01-30
2023-09-30	$231,121	1,014	-1.5%	Shares	Sole	2023-10-30
2023-06-30	$225,937	1,029	-2.0%	Shares	Sole	2023-07-27
2023-03-31	$200,875	1,050	-41.3%	Shares	Sole	2023-05-10
2022-12-31	$337,486	1,790	-31.5%	Shares	Sole	2023-02-03
2022-09-30	$447,569	2,614	0.0%	Shares	Sole	2022-10-28
2022-06-30	$426,186	2,614	-33.0%	Shares	Sole	2022-07-29
2022-03-31	$681,638	3,904	0.0%	Shares	Sole	2022-04-22
2021-12-31	$662,391	3,904	0.0%	Shares	Sole	2022-01-31
2021-09-30	$580,329	3,904	-2.8%	Shares	Sole	2021-10-28
2021-06-30	$562,841	4,018	0.0%	Shares	Sole	2021-07-28
2021-03-31	$501,325	4,018	0.0%	Shares	Sole	2021-04-23
2020-12-31	$497,066	4,018	+3.7%	Shares	Sole	2021-02-03
2020-09-30	$408,911	3,873	+0.6%	Shares	Sole	2020-10-30
2020-06-30	$375,239	3,849	+0.1%	Shares	Sole	2020-07-31
2020-03-31	$313,487	3,846	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.