Position in AJG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$853,311
+$48,500 QoQ
Shares Held
3,717
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#633
of 1,284 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, 2026Ellis Investment Partners, LLC holds $2,147,565 across 2 Insurance Brokers names. AJG ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,902 | $1,294,254 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
3,717 | $853,311 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,311 | 3,717 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $804,811 | 3,716 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $960,369 | 3,711 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,251,969 | 4,042 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,367,232 | 4,271 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,501,794 | 4,350 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,234,463 | 4,349 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,223,396 | 4,348 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,127,220 | 4,347 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,083,673 | 4,334 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $974,405 | 4,333 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $987,620 | 4,333 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $951,396 | 4,333 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $828,946 | 4,333 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $816,943 | 4,333 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $741,896 | 4,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $706,452 | 4,333 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $756,541 | 4,333 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $735,180 | 4,333 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $644,100 | 4,333 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $606,966 | 4,333 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $540,628 | 4,333 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $536,035 | 4,333 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $457,478 | 4,333 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $422,424 | 4,333 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $353,182 | 4,333 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||