Apollon Wealth Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1764387
MOUNT PLEASANT, SC
Position in AJG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,098,276
+$1,299,146 QoQ
Shares Held
13,496
+62.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#59
of 294 holders
Holding Since
Mar 2021
22 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, 2026Apollon Wealth Management, LLC holds $27,911,598 across 8 Insurance Brokers names. AJG ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,163 | $10,194,037 | |
| 2 | BRO |
Brown & Brown, Inc.
|
97,853 | $6,277,269 | |
| 3 | AON |
Aon plc
|
12,465 | $4,134,515 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
13,496 | $3,098,276 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
49,056 | $2,379,216 | |
| 6 | ERIE |
Erie Indemnity Co
|
4,690 | $1,124,427 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,723 | $450,340 | |
| 8 | CRVL |
Corvel Corp
|
4,055 | $253,518 |
All Filings in AJG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098,276 | 13,496 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,799,130 | 8,307 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,318,758 | 8,960 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,966,999 | 9,579 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,004,326 | 9,385 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,486,418 | 7,202 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,638,666 | 5,773 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,555,413 | 5,528 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,464,064 | 5,646 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,449,231 | 5,796 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,666,135 | 7,409 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $470,447 | 2,064 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $454,509 | 2,070 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $505,632 | 2,643 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $478,891 | 2,540 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $370,691 | 2,165 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $228,745 | 1,403 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $872,825 | 4,999 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $714,141 | 4,209 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $715,155 | 4,811 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $677,566 | 4,837 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $701,456 | 5,622 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||