Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,379,614
+$602,468 QoQ
Shares Held
6,370
+112.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.58241758241759.ToString("F0")%
Shared 0.ToString("F0")%
None 22.41758241758242.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Cresset Asset Management, LLC holds $61,327,344 across 7 Insurance Brokers names. AJG ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARX |
Accelerant Holdings
|
1,839,620 | $24,577,323 | |
| 2 | BRO |
Brown & Brown, Inc.
|
337,486 | $22,007,462 | |
| 3 | ERIE |
Erie Indemnity Co
|
20,879 | $5,247,101 | |
| 4 | AON |
Aon plc
|
15,619 | $5,041,500 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,247 | $2,471,142 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
This page
|
6,370 | $1,379,614 | |
| 7 | WTW |
Willis Towers Watson PLC
|
2,075 | $603,202 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,379,614 | 6,370 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $777,146 | 3,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $892,670 | 2,882 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $863,363 | 2,697 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $1,267,376 | 3,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,077,778 | 3,797 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,571,709 | 12,694 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,214,924 | 12,398 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,573,911 | 10,294 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,034,039 | 9,045 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,050,002 | 8,994 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,921,237 | 8,750 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $290,217 | 1,517 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $424,969 | 2,254 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $243,646 | 1,423 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,180 | 1,375 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $362,644 | 2,077 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $341,206 | 2,011 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $356,611 | 2,399 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $343,616 | 2,453 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $295,580 | 2,369 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $290,965 | 2,352 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $402,682 | 3,814 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $351,841 | 3,609 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $358,970 | 4,404 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||