Western Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1767902 GOLDEN, CO

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$329,892

+$3,506 QoQ

Shares Held

1,437

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#861

of 1,283 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $1,038,406 across 2 Insurance Brokers names. AJG ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc.	4,251	$708,514
2	AJG	Arthur J. Gallagher & Co. This page	1,437	$329,892

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,892	1,437	-4.6%	Shares	Sole	2026-08-14
2026-03-31	$326,386	1,507	0.0%	Shares	Sole	2026-05-19
2025-12-31	$389,996	1,507	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$470,185	1,518	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$482,420	1,507	0.0%	Shares	Sole	2025-08-11
2025-03-31	$520,276	1,507	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$434,006	1,529	+11.9%	Shares	Sole	2025-04-16
2024-09-30	$384,632	1,367	+4.5%	Shares	Sole	2024-11-12
2024-06-30	$339,177	1,308	0.0%	Shares	Sole	2024-07-19
2024-03-31	$327,052	1,308	0.0%	Shares	Sole	2024-05-03
2023-12-31	$294,143	1,308	+0.8%	Shares	Sole	2024-01-31
2023-09-30	$295,625	1,297	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$279,951	1,275	0.0%	Shares	Sole	2023-08-30
2023-03-31	$243,920	1,275	0.0%	Shares	Sole	2023-08-30
2022-12-31	$240,388	1,275	-53.3%	Shares	Sole	2023-02-03
2022-09-30	$467,088	2,728	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.