Valeo Financial Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1722641 CARMEL, IN

Position in AJG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$677,690

+$91,625 QoQ

Shares Held

2,952

+9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#673

of 1,283 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,313,698 across 4 Insurance Brokers names. AJG ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,319	$1,053,187
2	AJG	Arthur J. Gallagher & Co. This page	2,952	$677,690
3	AON	Aon plc	1,151	$381,775
4	BRO	Brown & Brown, Inc.	3,134	$201,046

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,690	2,952	+9.1%	Shares	Sole	2026-07-08
2026-03-31	$586,065	2,706	+94.7%	Shares	Sole	2026-05-08
2025-12-31	$359,718	1,390	-22.3%	Shares	Sole	2026-02-04
2025-09-30	$554,434	1,790	+15.0%	Shares	Sole	2025-11-03
2025-03-31	$537,193	1,556	+12.4%	Shares	Sole	2025-04-30
2024-12-31	$392,848	1,384	+1.2%	Shares	Sole	2025-01-30
2024-09-30	$384,632	1,367	+0.6%	Shares	Sole	2024-10-10
2024-06-30	$352,402	1,359	+14.4%	Shares	Sole	2024-07-10
2023-12-31	$267,157	1,188	+27.3%	Shares	Sole	2024-01-29
2023-09-30	$212,658	933	+725.7%	Shares	Sole	2023-10-20
2021-03-31	$14,099	113	+82.3%	Shares	Sole	2021-04-12
2020-12-31	$7,670	62	+55.0%	Shares	Sole	2021-02-11
2020-09-30	$4,223	40	-80.0%	Shares	Sole	2020-10-28
2020-06-30	$19,498	200	+344.4%	Shares	Sole	2020-07-20
2020-03-31	$3,667	45	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.