Belpointe Asset Management LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1721242 RENO, NV

Position in AJG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,236,464

+$69,965 QoQ

Shares Held

5,386

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#563

of 1,289 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $3,256,449 across 5 Insurance Brokers names. AJG ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	5,386	$1,236,464
2	MRSH	Marsh & Mclennan Companies, Inc.	5,909	$984,853
3	AON	Aon plc	2,051	$680,296
4	BRO	Brown & Brown, Inc.	3,608	$231,453
5	CRD-A	Crawford & Co	10,948	$123,383

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,236,464	5,386	0.0%	Shares	Sole	2026-07-31
2026-03-31	$1,166,499	5,386	+208.8%	Shares	Sole	2026-04-28
2025-03-31	$602,098	1,744	-33.6%	Shares	Other	2025-05-20
2023-03-31	$502,762	2,628	+7.7%	Shares	Sole	2023-05-15
2022-12-31	$460,037	2,440	+2.0%	Shares	Sole	2023-02-08
2022-09-30	$409,558	2,392	+14.2%	Shares	Sole	2022-11-14
2022-06-30	$341,568	2,095	-11.2%	Shares	Sole	2022-08-02
2022-03-31	$412,056	2,360	+1.0%	Shares	Sole	2022-04-28
2021-12-31	$396,518	2,337	-0.6%	Shares	Sole	2022-02-15
2021-09-30	$349,327	2,350	-2.2%	Shares	Sole	2021-11-15
2021-06-30	$336,752	2,404	-1.8%	Shares	Sole	2021-08-09
2021-03-31	$305,561	2,449	+10.6%	Shares	Sole	2021-05-14
2020-12-31	$273,893	2,214	+4.5%	Shares	Sole	2021-02-16
2020-09-30	$223,618	2,118	-1.8%	Shares	Sole	2020-11-13
2020-06-30	$210,188	2,156	+16.4%	Shares	Sole	2020-07-20
2020-03-31	$151,038	1,853	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.