Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$882,007
+$30,415 QoQ
Shares Held
3,842
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#627
of 1,284 holders
Holding Since
Mar 2024
10 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, 2026Independent Advisor Alliance holds $3,367,118 across 6 Insurance Brokers names. AJG ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
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|
3,842 | $882,007 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,388 | $731,347 | |
| 3 | BRO |
Brown & Brown, Inc.
|
9,679 | $620,907 | |
| 4 | AON |
Aon plc
|
1,352 | $448,444 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,867 | $447,613 | |
| 6 | WTW |
Willis Towers Watson PLC
|
906 | $236,800 |
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,007 | 3,842 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $851,592 | 3,932 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,112,019 | 4,297 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,372,457 | 4,431 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,771,863 | 5,535 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,441,721 | 4,176 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,150,727 | 4,054 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,006,459 | 3,577 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $645,162 | 2,488 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $371,309 | 1,485 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||