Pathway Financial Advisors LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1738828
SOUTH BURLINGTON, VT
Position in AJG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$482,097
+$27,279 QoQ
Shares Held
2,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#217
of 447 holders
Holding Since
Jun 2020
23 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, 2026Pathway Financial Advisors LLC holds $2,512,649 across 2 Insurance Brokers names. AJG ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
76,394 | $2,030,552 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,100 | $482,097 |
All Filings in AJG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,097 | 2,100 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $454,818 | 2,100 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $543,459 | 2,100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $650,454 | 2,100 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $672,252 | 2,100 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $725,004 | 2,100 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $596,085 | 2,100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $590,877 | 2,100 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $544,551 | 2,100 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $525,084 | 2,100 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $472,248 | 2,100 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $478,653 | 2,100 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $461,097 | 2,100 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $401,751 | 2,100 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $395,934 | 2,100 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $359,562 | 2,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $342,384 | 2,100 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $366,660 | 2,100 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $356,307 | 2,100 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $262,017 | 2,100 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $259,791 | 2,100 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $221,718 | 2,100 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $204,729 | 2,100 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||