Mutual Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1694080 OMAHA, NE

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$557,166

+$89,570 QoQ

Shares Held

2,427

+12.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#722

of 1,284 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $2,554,292 across 4 Insurance Brokers names. AJG ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,788	$924,751
2	MRSH	Marsh & Mclennan Companies, Inc.	3,691	$615,178
3	AJG	Arthur J. Gallagher & Co. This page	2,427	$557,166
4	BRO	Brown & Brown, Inc.	7,127	$457,197

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,166	2,427	+12.4%	Shares	Sole	2026-08-14
2026-03-31	$467,596	2,159	-3.1%	Shares	Sole	2026-05-04
2025-12-31	$576,325	2,227	+3.2%	Shares	Sole	2026-02-02
2025-09-30	$668,418	2,158	+8.4%	Shares	Sole	2025-11-04
2025-06-30	$637,358	1,991	+1.6%	Shares	Sole	2025-07-28
2025-03-31	$676,670	1,960	+9.5%	Shares	Sole	2025-04-28
2024-12-31	$508,091	1,790	+12.1%	Shares	Sole	2025-01-17
2024-09-30	$449,347	1,597	+4.9%	Shares	Sole	2024-10-25
2024-06-30	$394,669	1,522	+7.4%	Shares	Sole	2024-07-30
2024-03-31	$354,306	1,417	-1.4%	Shares	Sole	2024-05-02
2023-12-31	$323,152	1,437	+0.4%	Shares	Sole	2024-01-12
2023-09-30	$326,167	1,431	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$317,059	1,444	+9.1%	Shares	Sole	2023-07-31
2023-03-31	$253,103	1,323	+12.4%	Shares	Sole	2023-04-11
2022-12-31	$221,911	1,177	-18.0%	Shares	Sole	2023-01-12
2022-09-30	$245,871	1,436	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.