Position in AJG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,287
+$1,883 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,120
of 1,284 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $78,631 across 3 Insurance Brokers names. AJG ranks #1 (42.3% of the industry book) .
All Filings in AJG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,287 | 145 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,404 | 145 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $36,230 | 140 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $79,293 | 256 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $96,356 | 301 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $103,917 | 301 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $120,920 | 426 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $119,863 | 426 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $113,059 | 436 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,251 | 41 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,066 | 67 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $15,271 | 67 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $14,711 | 67 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,817 | 67 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $12,632 | 67 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $11,471 | 67 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $10,923 | 67 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $11,698 | 67 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||