CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1766904
RICHMOND, VA
Position in AJG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$352,384
+$2,611 QoQ
Shares Held
1,535
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#837
of 1,284 holders
Holding Since
Dec 2022
14 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, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,520,914 across 4 Insurance Brokers names. AJG ranks #2 (23.2% of the industry book) .
All Filings in AJG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,384 | 1,535 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $349,773 | 1,615 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $484,710 | 1,873 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $643,637 | 2,078 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $649,520 | 2,029 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $512,333 | 1,484 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $219,982 | 775 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $639,271 | 2,272 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $665,387 | 2,566 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $283,544 | 1,134 | Shares | Defined | 2024-04-30 | |
| 2023-09-30 | $24,160 | 106 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $17,565 | 80 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $15,304 | 80 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,083 | 80 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||