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Equibles

CreativeOne Wealth, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1739728 OVERLAND PARK, KS
Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$225,207
-$105,726 QoQ
Shares Held
981
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#993
of 1,291 holders
Holding Since
Mar 2021
22 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, 2026

CreativeOne Wealth, LLC holds $1,593,766 across 5 Insurance Brokers names. AJG ranks #4 (14.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 4,033 $672,179
2 AON
Aon plc
 1,099 $364,526
3 BRO
Brown & Brown, Inc.
 4,351 $279,116
4 AJG
Arthur J. Gallagher & Co.
This page 		981 $225,207
5 SLQT
SelectQuote, Inc.
 62,709 $52,738

All Filings in AJG

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $225,207 981
2026-03-31 $330,933 1,528
2025-12-31 $364,116 1,407
2025-09-30 $446,025 1,440
2025-06-30 $553,486 1,729
2025-03-31 $596,228 1,727
2024-12-31 $571,956 2,015
2024-09-30 $554,017 1,969
2024-06-30 $458,977 1,770
2024-03-31 $580,842 2,323
2023-12-31 $420,525 1,870
2023-09-30 $417,795 1,833
2023-06-30 $525 2,853
2023-03-31 $665,950 3,481
2022-12-31 $624,632 3,313
2022-09-30 $565,367 3,302
2022-06-30 $531,835 3,262
2022-03-31 $472,292 2,705
2021-12-31 $429,095 2,529
2021-09-30 $364,637 2,453
2021-06-30 $294,027 2,099
2021-03-31 $231,822 1,858