Position in AJG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,855
+$5,708 QoQ
Shares Held
56
+69.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,176
of 1,284 holders
Holding Since
Jun 2022
14 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, 2026Crewe Advisors LLC holds $48,366 across 5 Insurance Brokers names. AJG ranks #2 (26.6% of the industry book) .
All Filings in AJG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,855 | 56 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,147 | 33 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,540 | 33 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,221 | 33 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,484 | 39 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,226 | 47 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,083 | 32 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,566 | 34 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,297 | 32 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,003 | 80 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $41,514 | 217 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46,757 | 248 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $26,367 | 154 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,380 | 125 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||