Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,830,249
+$3,582,368 QoQ
Shares Held
82,024
+16.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#198
of 1,264 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $55,577,932 across 7 Insurance Brokers names. AJG ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,760 | $20,793,749 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
82,024 | $18,830,249 | |
| 3 | AON |
Aon plc
|
38,120 | $12,644,022 | |
| 4 | BRO |
Brown & Brown, Inc.
|
26,244 | $1,683,552 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,286 | $1,120,231 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,575 | $377,606 | |
| 7 | CRD-A |
Crawford & Co
|
11,404 | $128,523 |
All Filings in AJG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,830,249 | 82,024 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,247,881 | 70,403 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,390,216 | 90,383 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,964,079 | 106,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,890,290 | 77,753 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,127,417 | 75,679 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,765,607 | 66,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,593,221 | 62,527 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,943,416 | 61,484 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $13,614,427 | 54,449 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,604,867 | 20,477 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,292,534 | 23,220 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,184,706 | 23,613 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,617,266 | 24,135 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,136,567 | 21,940 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,249,049 | 7,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $643,029 | 3,944 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $507,911 | 2,909 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $488,310 | 2,878 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $242,198 | 1,729 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $313,481 | 2,534 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||