Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$489,902
-$53,713 QoQ
Shares Held
2,134
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#756
of 1,284 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,346,850 across 3 Insurance Brokers names. AJG ranks #3 (20.9% of the industry book) .
All Filings in AJG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,902 | 2,134 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $543,615 | 2,510 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $579,430 | 2,239 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $640,852 | 2,069 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $672,252 | 2,100 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $745,718 | 2,160 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $514,903 | 1,814 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $443,157 | 1,575 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $438,752 | 1,692 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $425,068 | 1,700 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $389,267 | 1,731 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $367,195 | 1,611 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $357,020 | 1,626 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $324,844 | 1,698 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $306,188 | 1,624 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $256,316 | 1,497 | Shares | Defined | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||