Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,712,383
+$251,269 QoQ
Shares Held
20,527
-0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#367
of 1,291 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $61,212,179 across 9 Insurance Brokers names. AJG ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
101,454 | $33,651,276 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83,429 | $13,905,110 | |
| 3 | WTW |
Willis Towers Watson PLC
|
18,842 | $4,924,733 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
20,527 | $4,712,383 | |
| 5 | CRVL |
Corvel Corp
|
29,783 | $1,862,033 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,303 | $1,271,394 | |
| 7 | TREE |
LendingTree, Inc.
|
13,457 | $596,010 | |
| 8 | SLQT |
SelectQuote, Inc.
|
216,933 | $182,440 |
All Filings in AJG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,712,383 | 20,527 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,461,114 | 20,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,299,760 | 20,479 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,404,493 | 20,677 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,699,791 | 20,929 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,576,957 | 27,740 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,479,159 | 22,826 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $8,742,165 | 31,070 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,088,397 | 31,192 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,337,423 | 29,345 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $6,475,193 | 28,794 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $6,553,442 | 28,752 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,687,175 | 7,684 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,504,078 | 7,862 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,396,327 | 7,406 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,261,720 | 7,369 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $513,086 | 3,147 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $365,787 | 2,095 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $274,186 | 1,616 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $212,866 | 1,432 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||