Position in AJG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$608,590
+$237,156 QoQ
Shares Held
2,651
+54.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#703
of 1,284 holders
Holding Since
Mar 2020
26 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, 2026CX Institutional holds $11,628,255 across 6 Insurance Brokers names. AJG ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,534 | $9,422,521 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
2,651 | $608,590 | |
| 3 | AON |
Aon plc
|
1,765 | $585,432 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,500 | $392,055 | |
| 5 | BRO |
Brown & Brown, Inc.
|
6,053 | $388,299 | |
| 6 | ERIE |
Erie Indemnity Co
|
965 | $231,358 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,590 | 2,651 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $371,434 | 1,715 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $517,062 | 1,998 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $551,956 | 1,782 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $558,929 | 1,746 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $610,729 | 1,769 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $458,417 | 1,615 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $589,751 | 2,096 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $537,549 | 2,073 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $521,833 | 2,087 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $462,578 | 2,057 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $472,498 | 2,073 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $460,657 | 2,098 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $398,498 | 2,083 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $362,939 | 1,925 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $269,329 | 1,573 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $214,886 | 1,318 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $239,551 | 1,372 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $219,043 | 1,291 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $192,055 | 1,292 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $210,540 | 1,503 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $197,760 | 1,585 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,815,392 | 22,758 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,894,370 | 27,414 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,019,212 | 20,712 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,227,866 | 15,064 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||