Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,183,252
+$1,876,659 QoQ
Shares Held
35,646
+22.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#297
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $31,933,283 across 5 Insurance Brokers names. AJG ranks #2 (25.6% of the industry book) .
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,183,252 | 35,646 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,306,593 | 29,119 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,376,255 | 32,367 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,538,284 | 34,023 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,300,501 | 32,177 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,876,786 | 31,505 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,477,464 | 29,866 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $8,272,840 | 29,402 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,738,847 | 29,844 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,645,973 | 30,579 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,045,940 | 31,332 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,981,040 | 30,628 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,805,133 | 30,993 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,885,843 | 30,766 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,618,852 | 24,498 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,963,325 | 28,988 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,770,952 | 23,129 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,266,067 | 18,706 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,579,527 | 21,097 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,843,377 | 19,128 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,614,702 | 11,527 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,405,908 | 11,268 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,389,263 | 11,230 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,175,105 | 11,130 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,101,247 | 11,296 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,195,996 | 14,673 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||