Stonehage Fleming Financial Services Holdings Ltd
Position in AJG — Arthur J. Gallagher & Co.
CIK 1786379
ST. HELIER, Y9
Position in AJG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$140,798,440
-$32,617,514 QoQ
Shares Held
650,099
-3.0% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
6.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Stonehage Fleming Financial Services Holdings Ltd holds $140,799,473 across 2 Insurance Brokers names. AJG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
650,099 | $140,798,440 | |
| 2 | EZRA |
Reliance Global Group, Inc.
|
146 | $1,033 |
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,798,440 | 650,099 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $173,415,954 | 670,103 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $143,284,485 | 462,596 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $147,370,122 | 460,359 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $156,814,912 | 454,220 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $131,251,388 | 462,397 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $179,388,849 | 637,555 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $166,622,751 | 642,562 | Shares | Defined | 2024-08-05 | |
| 2023-12-31 | $143,667,061 | 638,861 | Shares | Defined | 2024-08-05 | |
| 2023-09-30 | $25,122,444 | 110,220 | Shares | Defined | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||