Position in AJG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,625,160
+$1,373,095 QoQ
Shares Held
28,859
+19.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#320
of 1,289 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Ethic Inc. holds $33,140,291 across 6 Insurance Brokers names. AJG ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
64,963 | $10,827,383 | |
| 2 | AON |
Aon plc
|
28,421 | $9,426,961 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
28,859 | $6,625,160 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13,202 | $3,450,606 | |
| 5 | BRO |
Brown & Brown, Inc.
|
40,562 | $2,602,052 | |
| 6 | CRVL |
Corvel Corp
|
3,329 | $208,129 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,625,160 | 28,859 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,252,065 | 24,250 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,803,036 | 30,152 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,532,867 | 30,777 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,340,086 | 26,053 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,475,777 | 33,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,115,271 | 28,590 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,818,428 | 27,787 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,674,120 | 25,738 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,947,861 | 27,787 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,118,759 | 27,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,808,568 | 25,484 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,336,648 | 24,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,956,482 | 20,681 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,203,294 | 16,990 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,611,276 | 15,251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,614,672 | 16,037 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,682,096 | 9,634 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,140,861 | 6,724 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $853,399 | 5,741 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $846,223 | 6,041 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $499,828 | 4,006 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $268,945 | 2,174 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $210,209 | 1,991 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $205,021 | 2,103 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||