Measured Wealth Private Client Group, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1720235
PORTSMOUTH, NH
Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$126,263
+$7,361 QoQ
Shares Held
550
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,050
of 1,289 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $165,760 across 3 Insurance Brokers names. AJG ranks #1 (76.2% of the industry book) .
All Filings in AJG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,263 | 550 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $118,902 | 549 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $161,226 | 623 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $192,348 | 621 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $208,870 | 605 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||