OneDigital Investment Advisors LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1690370 OVERLAND PARK, KS

Position in AJG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,188,483

+$434,135 QoQ

Shares Held

5,177

+48.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#572

of 1,289 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,422,255 across 5 Insurance Brokers names. AJG ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,325	$1,766,249
2	MRSH	Marsh & Mclennan Companies, Inc.	9,373	$1,562,197
3	AJG	Arthur J. Gallagher & Co. This page	5,177	$1,188,483
4	CRVL	Corvel Corp	17,616	$1,101,352
5	WTW	Willis Towers Watson PLC	3,076	$803,974

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,188,483	5,177	+48.6%	Shares	Sole	2026-08-07
2026-03-31	$754,348	3,483	-49.3%	Shares	Sole	2026-05-08
2025-12-31	$1,778,404	6,872	-3.9%	Shares	Sole	2026-02-13
2025-09-30	$2,214,950	7,151	-4.6%	Shares	Sole	2025-11-10
2025-06-30	$2,400,579	7,499	-6.4%	Shares	Sole	2025-08-07
2025-03-31	$2,764,681	8,008	-23.7%	Shares	Sole	2025-04-29
2024-12-31	$2,980,425	10,500	+4.0%	Shares	Sole	2025-02-13
2024-09-30	$2,840,711	10,096	-1.8%	Shares	Sole	2024-11-06
2024-06-30	$2,665,447	10,279	+1.5%	Shares	Sole	2024-08-02
2024-03-31	$2,531,154	10,123	-3.4%	Shares	Sole	2024-05-10
2023-12-31	$2,357,641	10,484	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$2,413,550	10,589	+4.7%	Shares	Sole	2023-11-14
2023-06-30	$2,219,633	10,109	-2.4%	Shares	Sole	2023-08-07
2023-03-31	$1,982,162	10,361	-1.2%	Shares	Sole	2023-05-10
2022-12-31	$1,977,030	10,486	+70.2%	Shares	Sole	2023-02-02
2022-09-30	$1,055,057	6,162	+1.3%	Shares	Sole	2022-11-08
2022-06-30	$992,098	6,085	-3.3%	Shares	Sole	2022-08-08
2022-03-31	$1,099,107	6,295	-5.8%	Shares	Sole	2022-05-05
2021-12-31	$1,134,074	6,684	+0.6%	Shares	Sole	2022-02-23
2021-09-30	$987,184	6,641	+1.9%	Shares	Sole	2021-11-05
2021-06-30	$912,481	6,514	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$811,878	6,507	-0.1%	Shares	Sole	2021-05-10
2020-12-31	$805,475	6,511	-4.4%	Shares	Sole	2021-02-08
2020-09-30	$718,894	6,809	+1.5%	Shares	Sole	2020-10-09
2020-06-30	$653,962	6,708	+0.1%	Shares	Sole	2020-08-14
2020-03-31	$546,035	6,699	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.