Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$803,035
+$239,711 QoQ
Shares Held
3,498
+34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 1,264 holders
Holding Since
Jun 2023
12 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, 2026Integrated Wealth Concepts LLC holds $10,064,233 across 14 Insurance Brokers names. AJG ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
16,633 | $5,516,999 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,611 | $2,101,875 | |
| 3 | BRO |
Brown & Brown, Inc.
|
12,878 | $826,123 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
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|
3,498 | $803,035 | |
| 5 | CRVL |
Corvel Corp
|
5,314 | $332,231 | |
| 6 | WTW |
Willis Towers Watson PLC
|
912 | $238,369 | |
| 7 | ERIE |
Erie Indemnity Co
|
324 | $77,679 | |
| 8 | TWFG |
TWFG, Inc.
|
2,975 | $71,548 |
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,035 | 3,498 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $563,324 | 2,601 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $373,546 | 1,206 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $417,436 | 1,304 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $654,229 | 1,895 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $514,336 | 1,812 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $531,507 | 1,889 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $505,395 | 1,949 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $445,821 | 1,783 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $349,913 | 1,556 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $668,290 | 2,932 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $644,437 | 2,935 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||