Connecticut Wealth Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1689829
FARMINGTON, CT
Position in AJG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$841,144
+$27,020 QoQ
Shares Held
3,664
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#637
of 1,289 holders
Holding Since
Sep 2023
12 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, 2026Connecticut Wealth Management, LLC holds $2,352,044 across 4 Insurance Brokers names. AJG ranks #1 (35.8% of the industry book) .
All Filings in AJG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,144 | 3,664 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $814,124 | 3,759 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $972,791 | 3,759 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,164,312 | 3,759 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,248,788 | 3,901 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,346,781 | 3,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,154,417 | 4,067 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,216,362 | 4,323 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,120,997 | 4,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,076,172 | 4,304 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $950,792 | 4,228 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $287,191 | 1,260 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||