RITHOLTZ WEALTH MANAGEMENT

Position in AJG — Arthur J. Gallagher & Co.

CIK 1698218 NEW YORK, NY

Position in AJG

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$367,536

-$2,236,150 QoQ

Shares Held

1,697

-83.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Mar 31, 2026

RITHOLTZ WEALTH MANAGEMENT holds $4,766,994 across 6 Insurance Brokers names. AJG ranks #6 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	10,550	$1,829,897
2	AON	Aon plc	2,752	$888,290
3	CRD-A	Crawford & Co	86,722	$864,618
4	BRO	Brown & Brown, Inc.	6,269	$408,801
5	WTW	Willis Towers Watson PLC	1,403	$407,852
6	AJG	Arthur J. Gallagher & Co. This page	1,697	$367,536

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$367,536	1,697	-83.1%	Shares	Sole	2026-04-20
2025-12-31	$2,603,686	10,061	+0.4%	Shares	Sole	2026-01-23
2025-09-30	$3,102,355	10,016	+1.8%	Shares	Sole	2025-10-28
2025-06-30	$3,148,380	9,835	+8.2%	Shares	Sole	2025-07-28
2025-03-31	$3,137,541	9,088	+6.0%	Shares	Sole	2025-04-17
2024-12-31	$2,433,729	8,574	-2.4%	Shares	Sole	2025-01-15
2024-09-30	$2,472,116	8,786	+0.4%	Shares	Sole	2024-10-10
2024-06-30	$2,268,184	8,747	-0.1%	Shares	Sole	2024-08-01
2024-03-31	$2,189,350	8,756	+1.1%	Shares	Sole	2024-04-24
2023-12-31	$1,947,011	8,658	+1.3%	Shares	Sole	2024-01-18
2023-09-30	$1,948,345	8,548	+0.6%	Shares	Sole	2023-10-13
2023-06-30	$1,865,686	8,497	+1.1%	Shares	Sole	2023-07-17
2023-03-31	$1,608,151	8,406	+567.7%	Shares	Sole	2023-04-20
2022-09-30	$215,565	1,259	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.