Advisor OS, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1767580 CHICAGO, IL

Position in AJG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$296,372

-$2,722 QoQ

Shares Held

1,291

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#895

of 1,283 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $1,497,278 across 4 Insurance Brokers names. AJG ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,677	$556,242
2	BRO	Brown & Brown, Inc.	6,690	$429,161
3	AJG	Arthur J. Gallagher & Co. This page	1,291	$296,372
4	MRSH	Marsh & Mclennan Companies, Inc.	1,293	$215,503

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,372	1,291	-6.5%	Shares	Sole	2026-08-05
2026-03-31	$299,094	1,381	-63.6%	Shares	Sole	2026-05-08
2025-12-31	$981,069	3,791	-8.3%	Shares	Sole	2026-02-04
2025-09-30	$1,281,082	4,136	+5.8%	Shares	Sole	2025-11-12
2025-06-30	$1,251,987	3,911	-5.5%	Shares	Sole	2025-08-14
2025-03-31	$1,428,255	4,137	-7.5%	Shares	Sole	2025-05-06
2024-12-31	$1,269,659	4,473	-11.9%	Shares	Sole	2025-02-05
2024-09-30	$1,428,510	5,077	-1.3%	Shares	Sole	2024-11-04
2024-06-30	$1,333,628	5,143	+9.8%	Shares	Sole	2024-08-05
2024-03-31	$1,171,433	4,685	+73.8%	Shares	Sole	2024-05-09
2023-12-31	$606,273	2,696	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.