Position in AJG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,469,495
+$100,496 QoQ
Shares Held
6,785
+28.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 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 Mar 31, 2026Summit Trail Advisors, LLC holds $61,479,683 across 6 Insurance Brokers names. AJG ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
90,234 | $29,125,730 | |
| 2 | ERIE |
Erie Indemnity Co
|
92,363 | $23,211,745 | |
| 3 | WTW |
Willis Towers Watson PLC
|
9,530 | $2,770,371 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,674 | $2,718,655 | |
| 5 | BRO |
Brown & Brown, Inc.
|
33,487 | $2,183,687 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
This page
|
6,785 | $1,469,495 |
All Filings in AJG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,469,495 | 6,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,368,999 | 5,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,909,547 | 6,165 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $984,048 | 3,074 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $245,917 | 874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,707 | 801 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||