Verdence Capital Advisors LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1719305
HUNT VALLEY, MD
Position in AJG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$225,243
-$19,572 QoQ
Shares Held
1,040
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Verdence Capital Advisors LLC holds $3,994,006 across 5 Insurance Brokers names. AJG ranks #4 (5.6% of the industry book) .
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,243 | 1,040 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $244,815 | 946 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $292,704 | 945 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $301,873 | 943 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $324,180 | 939 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $264,548 | 932 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $262,236 | 932 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $241,936 | 933 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $238,288 | 953 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $216,559 | 963 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $222,003 | 974 | 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. | ||||||