Prestige Wealth Management Group LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1772715 FLEMINGTON, NJ

Position in AJG

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

Position Value

$30,762

+$1,741 QoQ

Shares Held

134

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,129

of 1,289 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $77,221 across 6 Insurance Brokers names. AJG ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	134	$30,762
2	MRSH	Marsh & Mclennan Companies, Inc.	169	$28,167
3	AON	Aon plc	41	$13,599
4	BRO	Brown & Brown, Inc.	46	$2,950
5	ERIE	Erie Indemnity Co	4	$959
6	WTW	Willis Towers Watson PLC	3	$784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,762	134	0.0%	Shares	Other	2026-08-14
2026-03-31	$29,021	134	-0.7%	Shares	Other	2026-05-13
2025-12-31	$34,936	135	0.0%	Shares	Other	2026-02-11
2025-09-30	$41,814	135	0.0%	Shares	Other	2026-02-20
2025-06-30	$43,216	135	0.0%	Shares	Other	2026-02-20
2025-03-31	$46,607	135	0.0%	Shares	Other	2026-02-20
2024-12-31	$38,319	135	0.0%	Shares	Other	2026-02-20
2024-09-30	$37,984	135	0.0%	Shares	Other	2026-02-20
2024-06-30	$35,006	135	-23.3%	Shares	Other	2026-02-20
2024-03-31	$44,006	176	0.0%	Shares	Sole	2024-04-26
2023-12-31	$39,578	176	0.0%	Shares	Other	2024-04-26
2023-09-30	$40,115	176	+0.6%	Shares	Sole	2024-04-26
2023-06-30	$38,424	175	-0.6%	Shares	Sole	2024-04-26
2023-03-31	$33,670	176	+10.0%	Shares	Other	2024-04-26
2022-12-31	$30,166	160	-14.0%	Shares	Sole	2023-02-08
2022-09-30	$31,846	186	-5.6%	Shares	Other	2022-11-01
2022-06-30	$32,118	197	+11.3%	Shares	Sole	2022-08-10
2022-03-31	$30,904	177	+2.9%	Shares	Other	2022-05-05
2021-12-31	$29,183	172	-1.1%	Shares	Other	2022-02-15
2021-09-30	$25,865	174	0.0%	Shares	Other	2021-11-12
2021-06-30	$24,373	174	-0.6%	Shares	Other	2021-08-12
2021-03-31	$21,834	175	-3.3%	Shares	Other	2021-05-13
2020-12-31	$22,391	181	-50.9%	Shares	Other	2021-02-17
2020-09-30	$38,959	369	0.0%	Shares	Sole	2020-10-26
2020-06-30	$35,973	369	+152.7%	Shares	Sole	2020-08-13
2020-03-31	$11,900	146	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.