Position in AJG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$37,419
+$17,061 QoQ
Shares Held
163
+73.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,092
of 1,264 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026Bogart Wealth, LLC holds $235,168 across 9 Insurance Brokers names. AJG ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,013 | $168,836 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
163 | $37,419 | |
| 3 | BRO |
Brown & Brown, Inc.
|
191 | $12,252 | |
| 4 | AON |
Aon plc
|
27 | $8,955 | |
| 5 | WTW |
Willis Towers Watson PLC
|
15 | $3,920 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
44 | $2,134 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
20 | $531 |
All Filings in AJG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,419 | 163 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,358 | 94 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $21,479 | 83 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $29,115 | 94 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $29,130 | 91 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $30,035 | 87 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $24,694 | 87 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $21,102 | 75 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $19,448 | 75 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,753 | 75 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,540 | 78 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,094 | 75 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $16,248 | 74 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,156 | 74 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,696 | 9 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $856 | 5 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,608 | 16 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||