CHOREO, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1679031 ROCKFORD, IL

Position in AJG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,163,711

+$1,329,546 QoQ

Shares Held

18,137

+38.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#387

of 1,283 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CHOREO, LLC holds $10,115,133 across 5 Insurance Brokers names. AJG ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	18,137	$4,163,711
2	AON	Aon plc	7,197	$2,387,172
3	MRSH	Marsh & Mclennan Companies, Inc.	11,613	$1,935,538
4	WTW	Willis Towers Watson PLC	3,243	$847,622
5	BRO	Brown & Brown, Inc.	12,176	$781,090

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,163,711	18,137	+38.6%	Shares	Sole	2026-08-04
2026-03-31	$2,834,165	13,086	+39.0%	Shares	Sole	2026-05-13
2025-12-31	$2,435,990	9,413	+1.9%	Shares	Sole	2026-01-23
2025-09-30	$2,859,829	9,233	-13.3%	Shares	Sole	2025-11-12
2025-06-30	$3,408,317	10,647	-22.3%	Shares	Sole	2025-08-13
2025-03-31	$4,727,716	13,694	-23.1%	Shares	Sole	2025-05-06
2024-12-31	$5,056,220	17,813	+40.1%	Shares	Sole	2025-01-27
2024-09-30	$3,576,494	12,711	+2.9%	Shares	Sole	2024-11-07
2024-06-30	$3,202,737	12,351	+128.5%	Shares	Sole	2024-08-07
2024-03-31	$1,351,466	5,405	-3.4%	Shares	Sole	2024-05-02
2023-12-31	$1,258,203	5,595	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.