Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,706
+$159,992 QoQ
Shares Held
1,079
+166.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#957
of 1,289 holders
Holding Since
Jun 2022
17 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, 2026Larson Financial Group LLC holds $7,700,559 across 10 Insurance Brokers names. AJG ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,582 | $3,597,071 | |
| 2 | AON |
Aon plc
|
9,765 | $3,238,952 | |
| 3 | BRO |
Brown & Brown, Inc.
|
4,785 | $306,957 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
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|
1,079 | $247,706 | |
| 5 | WTW |
Willis Towers Watson PLC
|
822 | $214,846 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,261 | $33,517 | |
| 7 | ERIE |
Erie Indemnity Co
|
130 | $31,167 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
573 | $27,790 |
All Filings in AJG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,706 | 1,079 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $87,714 | 405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,298 | 233 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $124,205 | 401 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $192,392 | 601 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $182,977 | 530 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $75,504 | 266 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $113,392 | 403 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $96,722 | 373 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $66,260 | 265 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $59,593 | 265 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,727 | 69 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $28,763 | 131 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,200 | 69 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $13,009 | 69 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,814 | 69 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,249 | 69 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||