Steward Partners Investment Advisory, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1723397
STAMFORD, CT
Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,089,330
+$2,552,695 QoQ
Shares Held
17,813
+151.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#389
of 1,284 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. AJG ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
17,813 | $4,089,330 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,278 | $3,546,404 | |
| 3 | AON |
Aon plc
|
9,449 | $3,134,138 | |
| 4 | BRO |
Brown & Brown, Inc.
|
25,976 | $1,666,360 | |
| 5 | CRVL |
Corvel Corp
|
7,438 | $465,023 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,604 | $419,237 | |
| 7 | ERIE |
Erie Indemnity Co
|
12 | $2,877 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,089,330 | 17,813 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,536,635 | 7,095 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,921,256 | 7,424 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,991,937 | 6,431 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,696,315 | 5,299 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,431,710 | 4,147 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $908,603 | 3,201 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $900,384 | 3,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $793,229 | 3,059 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $722,865 | 2,891 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $514,975 | 2,290 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $462,469 | 2,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $407,741 | 1,857 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $355,071 | 1,856 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $341,823 | 1,813 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $313,503 | 1,831 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $305,536 | 1,874 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $357,930 | 2,050 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $295,395 | 1,741 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $260,732 | 1,754 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $237,295 | 1,694 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $201,254 | 1,613 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $220,080 | 1,779 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $221,612 | 2,099 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $132,391 | 1,358 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $95,040 | 1,166 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||