Lantz Financial LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1766883 NAPERVILLE, IL

Position in AJG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$482,326

+$31,840 QoQ

Shares Held

2,101

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#757

of 1,284 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $2,274,720 across 3 Insurance Brokers names. AJG ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	7,769	$1,294,859
2	AON	Aon plc	1,500	$497,535
3	AJG	Arthur J. Gallagher & Co. This page	2,101	$482,326

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,326	2,101	+1.0%	Shares	Sole	2026-07-09
2026-03-31	$450,486	2,080	+0.1%	Shares	Sole	2026-04-09
2025-12-31	$537,506	2,077	-0.5%	Shares	Sole	2026-01-14
2025-09-30	$646,737	2,088	+6.9%	Shares	Sole	2025-11-06
2025-06-30	$625,194	1,953	+0.5%	Shares	Sole	2025-07-11
2025-03-31	$670,801	1,943	+8.5%	Shares	Sole	2025-04-08
2024-12-31	$508,375	1,791	+21.7%	Shares	Sole	2025-01-21
2024-09-30	$414,176	1,472	+0.7%	Shares	Sole	2024-10-15
2024-06-30	$379,111	1,462	+1.2%	Shares	Sole	2024-08-07
2024-03-31	$361,307	1,445	-1.2%	Shares	Sole	2024-04-10
2023-12-31	$328,774	1,462	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.