Position in AJG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$331,499
+$130,420 QoQ
Shares Held
1,444
+85.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 328 holders
Holding Since
Sep 2024
7 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, 2026CWA Asset Management Group, LLC holds $23,604,465 across 5 Insurance Brokers names. AJG ranks #4 (1.4% of the industry book) .
All Filings in AJG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,499 | 1,444 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $201,079 | 777 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $349,386 | 1,128 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $361,095 | 1,128 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $388,395 | 1,125 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $260,574 | 918 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $254,639 | 905 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||