Aptus Capital Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1664193 FAIRHOPE, AL

Position in AJG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$902,669

-$4,030,373 QoQ

Shares Held

3,932

-82.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#625

of 1,284 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $12,414,159 across 5 Insurance Brokers names. AJG ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	15,376	$5,100,065
2	MRSH	Marsh & Mclennan Companies, Inc.	30,292	$5,048,767
3	AJG	Arthur J. Gallagher & Co. This page	3,932	$902,669
4	BWIN	Baldwin Insurance Group, Inc.	29,632	$787,618
5	BRO	Brown & Brown, Inc.	8,964	$575,040

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$902,669	3,932	-82.7%	Shares	Sole	2026-08-12
2026-03-31	$4,933,042	22,777	+347.7%	Shares	Sole	2026-05-11
2025-12-31	$1,316,464	5,087	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$1,531,974	4,946	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$1,610,843	5,032	+63.4%	Shares	Sole	2025-08-11
2025-03-31	$1,062,993	3,079	+38.8%	Shares	Sole	2025-05-13
2024-12-31	$629,579	2,218	+19.8%	Shares	Sole	2025-02-14
2024-09-30	$520,815	1,851	-0.7%	Shares	Sole	2024-11-05
2024-06-30	$483,353	1,864	+6.8%	Shares	Sole	2024-07-31
2024-03-31	$436,569	1,746	+9.2%	Shares	Sole	2024-05-15
2023-12-31	$359,583	1,599	-15.0%	Shares	Sole	2024-02-13
2023-09-30	$428,736	1,881	+35.9%	Shares	Sole	2023-11-08
2023-06-30	$303,884	1,384	-10.6%	Shares	Sole	2023-08-11
2023-03-31	$296,147	1,548	+5.8%	Shares	Sole	2023-05-09
2022-12-31	$275,834	1,463	0.0%	Shares	Sole	2023-02-13
2022-09-30	$250,494	1,463	+21.3%	Shares	Sole	2022-11-02
2022-03-31	$210,567	1,206	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.