Verdence Capital Advisors LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1719305 HUNT VALLEY, MD

Position in AJG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$232,095

+$6,852 QoQ

Shares Held

1,011

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#975

of 1,291 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $2,985,263 across 4 Insurance Brokers names. AJG ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,916	$1,630,588
2	GSHD	Goosehead Insurance, Inc.	13,460	$652,810
3	BRO	Brown & Brown, Inc.	7,323	$469,770
4	AJG	Arthur J. Gallagher & Co. This page	1,011	$232,095

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,095	1,011	-2.8%	Shares	Sole	2026-07-29
2026-03-31	$225,243	1,040	+9.9%	Shares	Sole	2026-04-30
2025-12-31	$244,815	946	+0.1%	Shares	Sole	2026-01-29
2025-09-30	$292,704	945	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$301,873	943	+0.4%	Shares	Sole	2025-07-25
2025-03-31	$324,180	939	+0.8%	Shares	Sole	2025-05-02
2024-12-31	$264,548	932	0.0%	Shares	Sole	2025-02-06
2024-09-30	$262,236	932	-0.1%	Shares	Sole	2024-11-01
2024-06-30	$241,936	933	-2.1%	Shares	Sole	2024-07-25
2024-03-31	$238,288	953	-1.0%	Shares	Sole	2024-04-25
2023-12-31	$216,559	963	-1.1%	Shares	Sole	2024-02-01
2023-09-30	$222,003	974	+3.9%	Shares	Sole	2023-10-25
2023-06-30	$205,737	937	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.