ELEVATION POINT WEALTH PARTNERS, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1744349 DENVER, CO

Position in AJG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$412,537

-$88,845 QoQ

Shares Held

1,797

-22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#804

of 1,284 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,336,416 across 5 Insurance Brokers names. AJG ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	34,419	$5,736,614
2	AON	Aon plc	10,780	$3,575,618
3	AJG	Arthur J. Gallagher & Co. This page	1,797	$412,537
4	WTW	Willis Towers Watson PLC	1,394	$364,349
5	BRO	Brown & Brown, Inc.	3,855	$247,298

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,537	1,797	-22.4%	Shares	Sole	2026-08-12
2026-03-31	$501,382	2,315	+60.5%	Shares	Sole	2026-04-27
2025-09-30	$446,645	1,442	-24.0%	Shares	Sole	2025-11-14
2025-06-30	$607,587	1,898	+24.3%	Shares	Sole	2026-02-03
2025-03-31	$527,181	1,527	+5.3%	Shares	Sole	2026-02-03
2024-12-31	$411,582	1,450	-17.2%	Shares	Sole	2026-02-03
2024-09-30	$492,960	1,752	-1.4%	Shares	Sole	2026-02-03
2024-06-30	$460,534	1,776	+11.4%	Shares	Sole	2026-02-03
2024-03-31	$398,563	1,594	-3.5%	Shares	Sole	2026-02-03
2023-12-31	$371,276	1,651	-13.1%	Shares	Sole	2024-02-13
2023-09-30	$433,067	1,900	+15.9%	Shares	Sole	2023-10-11
2023-06-30	$359,875	1,639	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$316,235	1,653	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.