Avalon Trust Co

Bank

Position in AJG — Arthur J. Gallagher & Co.

CIK 1798150 SANTA FE, NM

Position in AJG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$29,844

-$10,223 QoQ

Shares Held

130

-29.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,128

of 1,284 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avalon Trust Co holds $19,359,184 across 4 Insurance Brokers names. AJG ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	57,146	$18,954,756
2	MRSH	Marsh & Mclennan Companies, Inc.	2,244	$374,007
3	AJG	Arthur J. Gallagher & Co. This page	130	$29,844
4	BRO	Brown & Brown, Inc.	9	$577

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,844	130	-29.7%	Shares	Sole	2026-08-06
2026-03-31	$40,067	185	+4525.0%	Shares	Sole	2026-05-06
2025-09-30	$1,238	4	-50.0%	Shares	Sole	2025-11-10
2024-12-31	$2,270	8	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.