Live Oak Private Wealth LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1799877 WILMINGTON, NC

Position in AJG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$508,497

+$22,275 QoQ

Shares Held

2,215

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#743

of 1,289 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $9,368,985 across 3 Insurance Brokers names. AJG ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	21,499	$7,131,003
2	WTW	Willis Towers Watson PLC	6,617	$1,729,485
3	AJG	Arthur J. Gallagher & Co. This page	2,215	$508,497

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$508,497	2,215	-1.3%	Shares	Sole	2026-07-20
2026-03-31	$486,222	2,245	-3.4%	Shares	Sole	2026-04-20
2025-12-31	$601,169	2,323	0.0%	Shares	Sole	2026-01-23
2025-09-30	$719,526	2,323	-1.3%	Shares	Sole	2025-10-17
2025-06-30	$753,562	2,354	+0.4%	Shares	Sole	2025-08-04
2025-03-31	$809,242	2,344	0.0%	Shares	Sole	2025-04-22
2024-12-31	$665,344	2,344	+5.8%	Shares	Sole	2025-01-28
2024-09-30	$623,234	2,215	0.0%	Shares	Sole	2024-10-22
2024-06-30	$574,371	2,215	0.0%	Shares	Sole	2024-07-17
2024-03-31	$553,838	2,215	0.0%	Shares	Sole	2024-04-23
2023-12-31	$498,109	2,215	+9.9%	Shares	Sole	2024-01-29
2023-09-30	$459,278	2,015	0.0%	Shares	Sole	2023-10-23
2023-06-30	$442,433	2,015	0.0%	Shares	Sole	2023-08-07
2023-03-31	$385,489	2,015	0.0%	Shares	Sole	2023-05-08
2022-12-31	$379,908	2,015	-16.0%	Shares	Sole	2023-02-10
2022-09-30	$410,928	2,400	0.0%	Shares	Sole	2022-10-25
2022-06-30	$391,296	2,400	0.0%	Shares	Sole	2022-07-27
2022-03-31	$419,040	2,400	0.0%	Shares	Sole	2022-04-21
2021-12-31	$407,208	2,400	0.0%	Shares	Sole	2022-02-08
2021-09-30	$356,760	2,400	0.0%	Shares	Sole	2021-10-29
2021-06-30	$336,192	2,400	0.0%	Shares	Sole	2021-08-02
2021-03-31	$299,448	2,400	0.0%	Shares	Sole	2021-05-11
2020-12-31	$296,904	2,400	0.0%	Shares	Sole	2021-01-26
2020-09-30	$253,392	2,400	-13.8%	Shares	Sole	2020-11-09
2020-06-30	$271,314	2,783	-9.7%	Shares	Sole	2020-08-03
2020-03-31	$251,295	3,083	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.