Global Retirement Partners, LLC
PensionPosition in AJG — Arthur J. Gallagher & Co.
CIK 1749744
San Rafael, CA
Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$101,292,023
-$13,973,301 QoQ
Shares Held
441,225
-0.9% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#75
of 1,264 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $104,146,735 across 11 Insurance Brokers names. AJG ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,579 | $412,703 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,683 | $107,964 | |
| 6 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
486 | $23,571 | |
| 8 | CRD-A |
Crawford & Co
|
205 | $2,310 |
All Filings in AJG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,292,023 | 441,225 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $115,265,324 | 445,401 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,806,963 | 503,025 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $160,922,083 | 502,693 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $144,616,181 | 509,481 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $143,363,642 | 509,520 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $131,968,045 | 508,920 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $126,488,484 | 505,873 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $115,868,745 | 515,247 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $116,665,058 | 511,846 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $112,360,116 | 511,728 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $97,982,477 | 512,166 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $96,482,705 | 511,736 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $88,321,439 | 515,836 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $84,021,033 | 515,340 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $90,262,263 | 516,966 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $77,536,137 | 521,602 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $72,951,702 | 520,786 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $64,872,414 | 519,936 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $64,245,448 | 519,323 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $57,841,897 | 547,849 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $53,823,546 | 552,093 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $44,983,412 | 551,876 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||