Biltmore Family Office, LLC
Family OfficePosition in AJG — Arthur J. Gallagher & Co.
CIK 1731123
CHARLOTTE, NC
Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$355,144
+$20,095 QoQ
Shares Held
1,547
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#837
of 1,289 holders
Holding Since
Mar 2020
26 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, 2026Biltmore Family Office, LLC holds $1,822,208 across 2 Insurance Brokers names. AJG ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
4,423 | $1,467,064 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,547 | $355,144 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,144 | 1,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $335,049 | 1,547 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $393,360 | 1,520 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $464,610 | 1,500 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $480,180 | 1,500 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $690,480 | 2,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $567,700 | 2,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $562,740 | 2,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $518,620 | 2,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $500,080 | 2,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $449,760 | 2,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $455,860 | 2,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $439,140 | 2,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $383,959 | 2,007 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $378,399 | 2,007 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $343,638 | 2,007 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $326,080 | 2,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $349,200 | 2,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $339,340 | 2,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $297,300 | 2,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $280,160 | 2,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $249,540 | 2,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $494,840 | 4,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $422,320 | 4,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $389,960 | 4,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $326,040 | 4,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||