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BFSG, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1706836 IRVINE, CA

Position in AJG

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$3,628,124
+$6,907 QoQ
Shares Held
15,804
-5.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#406
of 1,284 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Derivatives in AJG

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$1,170,807
PutShares
5,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

BFSG, LLC holds $4,236,070 across 3 Insurance Brokers names. AJG ranks #1 (85.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
This page
15,804 $3,628,124

All Filings in AJG

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,170,807 5,100
2026-06-30 $3,628,124 15,804
2026-03-31 $3,621,217 16,720
2026-03-31 $1,104,558 5,100
2025-12-31 $4,429,190 17,115
2025-12-31 $1,319,829 5,100
2025-09-30 $5,354,165 17,286
2025-09-30 $1,579,674 5,100
2025-06-30 $5,633,151 17,597
2025-03-31 $6,237,451 18,067
2024-12-31 $4,559,766 16,064
2024-09-30 $4,526,399 16,087
2024-06-30 $4,197,450 16,187
2024-03-31 $1,275,204 5,100
2024-03-31 $4,147,413 16,587
2023-12-31 $1,146,888 5,100
2023-12-31 $3,746,950 16,662
2023-09-30 $4,747,553 20,829