Golden State Wealth Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1776033
SANTA ANA, CA
Position in AJG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,606
+$226 QoQ
Shares Held
7
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,250
of 1,284 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $596,991 across 4 Insurance Brokers names. AJG ranks #4 (0.3% of the industry book) .
All Filings in AJG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606 | 7 | Shares | Sole | 2026-07-22 | |
| 2025-03-31 | $1,380 | 4 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,135 | 4 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $169,878 | 1,609 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||