Beacon Pointe Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1744317 NEWPORT BEACH, CA

Position in AJG

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$15,588,721

+$344,088 QoQ

Shares Held

67,904

-3.5% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#222

of 1,284 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $20,126,598 across 4 Insurance Brokers names. AJG ranks #1 (77.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	67,904	$15,588,721
2	MRSH	Marsh & Mclennan Companies, Inc.	18,848	$3,141,396
3	AON	Aon plc	3,449	$1,143,998
4	WTW	Willis Towers Watson PLC	966	$252,483

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,588,721	67,904	-3.5%	Shares	Sole	2026-08-18
2026-03-31	$15,244,633	70,388	-30.2%	Shares	Sole	2026-05-15
2025-12-31	$26,098,195	100,847	-28.5%	Shares	Sole	2026-02-18
2025-09-30	$43,696,260	141,074	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$44,855,534	140,121	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$48,472,041	140,401	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$39,816,774	140,274	+6415.3%	Shares	Sole	2025-02-14
2024-09-30	$605,789	2,153	-27.6%	Shares	Sole	2024-11-14
2024-06-30	$771,447	2,975	-97.7%	Shares	Sole	2024-08-12
2024-03-31	$32,406,184	129,604	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$29,267,457	130,147	-0.7%	Shares	Sole	2024-02-08
2023-09-30	$29,872,277	131,059	+4514.8%	Shares	Sole	2023-11-14
2023-06-30	$623,578	2,840	-4.6%	Shares	Sole	2023-08-14
2023-03-31	$569,529	2,977	+25.8%	Shares	Sole	2023-05-12
2022-12-31	$446,274	2,367	+23.8%	Shares	Sole	2023-02-14
2022-09-30	$327,372	1,912	+2.6%	Shares	Sole	2022-11-09
2022-06-30	$303,743	1,863	-26.3%	Shares	Sole	2022-08-11
2022-03-31	$441,214	2,527	+79.0%	Shares	Sole	2022-05-17
2021-12-31	$239,574	1,412	-36.5%	Shares	Sole	2022-02-14
2021-09-30	$330,448	2,223	+10.8%	Shares	Sole	2021-11-15
2021-06-30	$281,000	2,006	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.