CVA Family Office, LLC
Family OfficePosition in AJG — Arthur J. Gallagher & Co.
CIK 1802084
DENVER, CO
Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$80,349
+$50,245 QoQ
Shares Held
350
+151.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,076
of 1,289 holders
Holding Since
Sep 2020
23 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, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. AJG ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 |
All Filings in AJG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,349 | 350 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,104 | 139 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $47,358 | 183 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $30,664 | 99 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,057 | 147 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $45,916 | 133 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $28,101 | 99 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $21,946 | 78 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $18,151 | 70 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18,002 | 72 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $15,741 | 70 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $8,782 | 40 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,652 | 40 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,598 | 35 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $3,424 | 20 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $3,260 | 20 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,492 | 20 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $848 | 5 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $67,635 | 455 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $64,436 | 460 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $57,394 | 460 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $56,288 | 455 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $48,038 | 455 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||