Arkadios Wealth Advisors

Position in AJG — Arthur J. Gallagher & Co.

CIK 1800798 ATLANTA, GA

Position in AJG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,818,193

+$46,137 QoQ

Shares Held

7,920

-3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#511

of 1,289 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $4,205,964 across 3 Insurance Brokers names. AJG ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	7,920	$1,818,193
2	AON	Aon plc	4,308	$1,428,920
3	MRSH	Marsh & Mclennan Companies, Inc.	5,753	$958,851

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,818,193	7,920	-3.2%	Shares	Sole	2026-08-10
2026-03-31	$1,772,056	8,182	+4.9%	Shares	Sole	2026-05-18
2025-12-31	$2,019,079	7,802	-4.8%	Shares	Sole	2026-02-13
2025-09-30	$2,539,248	8,198	+13.7%	Shares	Sole	2025-10-29
2025-06-30	$2,308,384	7,211	+26.4%	Shares	Sole	2025-08-04
2025-03-31	$1,969,594	5,705	+340.5%	Shares	Sole	2025-05-08
2024-12-31	$367,585	1,295	+16.7%	Shares	Sole	2025-01-15
2024-09-30	$312,320	1,110	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$286,278	1,104	+14.0%	Shares	Sole	2024-07-29
2024-03-31	$242,038	968	+1.8%	Shares	Sole	2024-04-30
2023-12-31	$213,860	951	+47450.0%	Shares	Sole	2024-01-24
2021-09-30	$297	2	-33.3%	Shares	Sole	2021-10-19
2021-06-30	$420	3	0.0%	Shares	Sole	2021-07-28
2021-03-31	$374	3	0.0%	Shares	Sole	2021-04-26
2020-12-31	$371	3	-57.1%	Shares	Sole	2021-02-09
2020-09-30	$739	7	-22.2%	Shares	Sole	2020-11-10
2020-06-30	$877	9	-30.8%	Shares	Sole	2020-08-10
2020-03-31	$1,059	13	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.