Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,564,310
+$3,184,696 QoQ
Shares Held
19,882
+212.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#373
of 1,290 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $62,771,540 across 8 Insurance Brokers names. AJG ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
346,609 | $22,234,967 | |
| 2 | ARX |
Accelerant Holdings
|
1,839,620 | $21,560,346 | |
| 3 | ERIE |
Erie Indemnity Co
|
22,391 | $5,368,242 | |
| 4 | AON |
Aon plc
|
15,577 | $5,166,735 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
This page
|
19,882 | $4,564,310 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,049 | $2,508,216 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
25,616 | $967,260 | |
| 8 | WTW |
Willis Towers Watson PLC
|
1,536 | $401,464 |
All Filings in AJG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,564,310 | 19,882 | Shares | Sole | 2026-08-14 | |
| 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 | |
| 2025-03-31 | $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. | ||||||