Pinnacle Wealth Planning Services, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1726752
MANSFIELD, OH
Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,557,173
+$84,646 QoQ
Shares Held
6,783
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#532
of 1,284 holders
Holding Since
Jun 2020
25 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,692,519 across 9 Insurance Brokers names. AJG ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
6,783 | $1,557,173 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,880 | $480,009 | |
| 3 | AON |
Aon plc
|
847 | $280,941 | |
| 4 | BRO |
Brown & Brown, Inc.
|
2,354 | $151,009 | |
| 5 | CRVL |
Corvel Corp
|
1,976 | $123,539 | |
| 6 | WTW |
Willis Towers Watson PLC
|
195 | $50,967 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
920 | $44,620 | |
| 8 | ERIE |
Erie Indemnity Co
|
16 | $3,836 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,557,173 | 6,783 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,472,527 | 6,799 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,610,708 | 6,224 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,181,808 | 7,044 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,372,089 | 7,410 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,460,180 | 7,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,261,716 | 7,968 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $2,371,386 | 8,428 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,226,435 | 8,586 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,112,087 | 8,447 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,354,043 | 10,468 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,406,029 | 10,556 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,344,787 | 10,679 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,126,984 | 11,118 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,159,725 | 11,455 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,903,794 | 11,119 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,886,209 | 11,569 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,930,028 | 11,054 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,877,567 | 11,066 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,648,231 | 11,088 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,560,491 | 11,140 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,390,810 | 11,147 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $291,337 | 2,355 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $243,995 | 2,311 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $225,883 | 2,317 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||