Position in AJG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$766,993
+$181,361 QoQ
Shares Held
3,341
+23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#652
of 1,284 holders
Holding Since
Sep 2023
11 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, 2026Jacobi Capital Management LLC holds $1,430,645 across 3 Insurance Brokers names. AJG ranks #1 (53.6% of the industry book) .
All Filings in AJG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,993 | 3,341 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $585,632 | 2,704 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $450,553 | 1,741 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $294,562 | 951 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $275,303 | 860 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,703 | 703 | Shares | Sole | 2025-05-27 | |
| 2024-09-30 | $292,062 | 1,038 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,167 | 1,119 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $279,544 | 1,118 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $212,961 | 947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,265 | 1,234 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||