Dynasty Wealth Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1727599
ST. PETERSBURG, FL
Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,351,937
+$754,610 QoQ
Shares Held
5,889
+113.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#551
of 1,289 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $4,481,350 across 4 Insurance Brokers names. AJG ranks #3 (30.2% of the industry book) .
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,937 | 5,889 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $597,327 | 2,758 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $621,096 | 2,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $813,996 | 2,628 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $821,107 | 2,565 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $836,516 | 2,423 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $679,820 | 2,395 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $713,272 | 2,535 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $622,862 | 2,402 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $587,844 | 2,351 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||