Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,157,808
+$2,300,055 QoQ
Shares Held
61,671
+12.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#232
of 1,291 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Vident Advisory, LLC holds $45,172,432 across 7 Insurance Brokers names. AJG ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
58,209 | $15,214,083 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
61,671 | $14,157,808 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,852 | $6,142,121 | |
| 4 | ERIE |
Erie Indemnity Co
|
21,426 | $5,136,882 | |
| 5 | AON |
Aon plc
|
7,709 | $2,556,996 | |
| 6 | BRO |
Brown & Brown, Inc.
|
28,330 | $1,817,368 | |
| 7 | CRD-A |
Crawford & Co
|
13,059 | $147,174 |
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,157,808 | 61,671 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,857,753 | 54,750 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,909,595 | 65,341 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $19,454,148 | 62,808 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,050,495 | 50,139 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,531,299 | 7,332 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $989,784 | 3,487 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,178,647 | 7,743 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,562,601 | 6,026 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,541,805 | 70,156 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $770,888 | 3,428 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $427,824 | 1,877 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||