Position in AJG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,912,754
+$242,500 QoQ
Shares Held
8,332
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#499
of 1,284 holders
Holding Since
Jun 2021
21 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, 2026AE Wealth Management LLC holds $23,996,612 across 7 Insurance Brokers names. AJG ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
107,554 | $17,925,998 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
8,332 | $1,912,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
22,062 | $1,415,257 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,220 | $1,251,481 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,303 | $601,925 | |
| 6 | AON |
Aon plc
|
1,805 | $598,690 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,990 | $290,507 |
All Filings in AJG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,912,754 | 8,332 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,670,254 | 7,712 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,762,612 | 6,811 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,102,202 | 6,787 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,212,024 | 6,910 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,365,581 | 6,852 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,983,538 | 6,988 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,990,409 | 7,074 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,359,719 | 9,100 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $421,566 | 1,686 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,523,112 | 6,773 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $653,703 | 2,868 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $693,841 | 3,160 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $377,263 | 1,972 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $455,324 | 2,415 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $324,290 | 1,894 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $243,581 | 1,494 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $218,599 | 1,252 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $361,736 | 2,132 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $287,340 | 1,933 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $244,159 | 1,743 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||