Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$330,933
-$33,183 QoQ
Shares Held
1,528
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026CreativeOne Wealth, LLC holds $1,403,531 across 4 Insurance Brokers names. AJG ranks #2 (23.6% of the industry book) .
All Filings in AJG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,933 | 1,528 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $364,116 | 1,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $446,025 | 1,440 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $553,486 | 1,729 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $596,228 | 1,727 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $571,956 | 2,015 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $554,017 | 1,969 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $458,977 | 1,770 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $580,842 | 2,323 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $420,525 | 1,870 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $417,795 | 1,833 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $645,315 | 2,939 | Shares | Other | 2023-08-16 | |
| 2023-03-31 | $665,950 | 3,481 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $624,632 | 3,313 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $565,367 | 3,302 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $531,835 | 3,262 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $472,292 | 2,705 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $429,095 | 2,529 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $364,637 | 2,453 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $294,027 | 2,099 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $231,822 | 1,858 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||