Position in AJG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$279,157
+$72,107 QoQ
Shares Held
1,216
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#915
of 1,290 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NATURAL INVESTMENTS, LLC holds $771,627 across 3 Insurance Brokers names. AJG ranks #1 (36.2% of the industry book) .
All Filings in AJG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,157 | 1,216 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $207,050 | 956 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $255,166 | 986 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $300,447 | 970 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $236,888 | 740 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $242,013 | 701 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||