Cypress Wealth Services, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1721527
PALM DESERT, CA
Position in AJG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$222,682
New position
Shares Held
970
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#997
of 1,289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $464,152 across 2 Insurance Brokers names. AJG ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
728 | $241,470 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
970 | $222,682 |
All Filings in AJG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,682 | 970 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||