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OSAIC HOLDINGS, INC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1677044 SCOTTSDALE, AZ

Position in AJG

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$5,959,846
-$4,375,707 QoQ
Shares Held
27,518
-31.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 18.24987281052402.ToString("F0")% Shared 0.ToString("F0")% None 81.75012718947598.ToString("F0")%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $30,337,911 across 16 Insurance Brokers names. AJG ranks #4 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AJG
Arthur J. Gallagher & Co.
This page
27,518 $5,959,846

All Filings in AJG

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,959,846 27,518
2025-12-31 $10,335,553 39,938
2025-09-30 $35,617,310 114,991
2025-06-30 $14,154,744 44,217
2025-03-31 $7,669,850 22,216
2024-12-31 $10,671,054 37,594
2024-09-30 $6,299,027 22,387
2024-06-30 $9,029,949 34,823
2024-03-31 $7,795,745 31,178
2023-12-31 $30,203,853 134,311
2023-09-30 $45,800,249 200,940
2023-06-30 $33,691,913 153,445
2023-03-31 $29,944,600 156,524
2022-12-31 $27,500,250 145,859
2022-09-30 $24,839,224 145,072
2022-06-30 $18,950,626 116,233
2022-03-31 $18,709,957 107,159
2021-12-31 $17,475,836 102,999
2021-09-30 $12,695,893 85,408
2021-06-30 $11,310,616 80,744
2021-03-31 $9,174,459 73,531
2020-12-31 $9,393,296 75,930
2020-09-30 $7,057,913 66,849
2020-06-30 $5,831,846 59,820
2020-03-31 $4,357,764 53,463