Kingsview Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1791965 GRANTS PASS, OR

Position in AJG

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$244,721

+$4,967 QoQ

Shares Held

1,066

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#964

of 1,289 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $18,715,738 across 5 Insurance Brokers names. AJG ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	41,516	$6,919,471
2	BRO	Brown & Brown, Inc.	83,360	$5,347,543
3	WTW	Willis Towers Watson PLC	20,239	$5,289,866
4	AON	Aon plc	2,756	$914,137
5	AJG	Arthur J. Gallagher & Co. This page	1,066	$244,721

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,721	1,066	-3.7%	Shares	Sole	2026-08-19
2026-03-31	$239,754	1,107	-21.9%	Shares	Sole	2026-05-12
2025-12-31	$366,964	1,418	-2.0%	Shares	Sole	2026-02-09
2025-09-30	$448,193	1,447	-2.9%	Shares	Sole	2025-11-12
2025-06-30	$476,978	1,490	-20.7%	Shares	Sole	2025-08-08
2025-03-31	$648,705	1,879	+91.3%	Shares	Sole	2025-05-02
2024-12-31	$278,740	982	+13.8%	Shares	Sole	2025-01-28
2024-09-30	$242,822	863	-44.0%	Shares	Sole	2024-11-12
2022-12-31	$290,540	1,541	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$265,904	1,553	-42.6%	Shares	Sole	2022-11-15
2020-03-31	$220,566	2,706	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.