Bay Harbor Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1767989 Hunt Valley, MD

Position in AJG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,213

-$252 QoQ

Shares Held

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,228

of 1,284 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $24,685 across 5 Insurance Brokers names. AJG ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31	$10,282
2	MRSH	Marsh & Mclennan Companies, Inc.	37	$6,166
3	WTW	Willis Towers Watson PLC	18	$4,704
4	AJG	Arthur J. Gallagher & Co. This page	14	$3,213
5	BRO	Brown & Brown, Inc.	5	$320

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,213	14	-12.5%	Shares	Other	2026-07-28
2026-03-31	$3,465	16	+23.1%	Shares	Other	2026-04-14
2025-12-31	$3,364	13	+18.2%	Shares	Other	2026-02-02
2025-09-30	$3,407	11	+37.5%	Shares	Other	2025-10-09
2025-06-30	$2,560	8	+33.3%	Shares	Sole	2025-07-22
2025-03-31	$2,071	6	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.