Marks Group Wealth Management, Inc

Position in AJG — Arthur J. Gallagher & Co.

CIK 1802473 MINNETONKA, MN

Position in AJG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,839,112

-$649,407 QoQ

Shares Held

25,435

-15.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#333

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 26% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $16,898,329 across 5 Insurance Brokers names. AJG ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	25,435	$5,839,112
2	BRO	Brown & Brown, Inc.	66,209	$4,247,306
3	MRSH	Marsh & Mclennan Companies, Inc.	23,922	$3,987,078
4	AON	Aon plc	7,039	$2,334,765
5	WTW	Willis Towers Watson PLC	1,875	$490,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,839,112	25,435	-15.1%	Shares	Sole	2026-07-28
2026-03-31	$6,488,519	29,959	-3.4%	Shares	Other	2026-05-05
2025-12-31	$8,023,524	31,004	+9.1%	Shares	Other	2026-02-11
2025-09-30	$8,805,597	28,429	-1.7%	Shares	Other	2025-11-10
2025-06-30	$9,262,351	28,934	-0.1%	Shares	Other	2025-07-22
2025-03-31	$10,001,947	28,971	-3.7%	Shares	Other	2025-05-01
2024-12-31	$8,536,504	30,074	-1.5%	Shares	Other	2025-01-29
2024-09-30	$8,594,727	30,546	-4.7%	Shares	Other	2024-10-30
2024-06-30	$8,313,996	32,062	-2.6%	Shares	Other	2024-08-14
2024-03-31	$8,231,816	32,922	-0.8%	Shares	Other	2024-04-29
2023-12-31	$7,466,915	33,204	-2.4%	Shares	Other	2024-02-01
2023-09-30	$7,755,090	34,024	-1.6%	Shares	Sole	2023-10-30
2023-06-30	$7,592,730	34,580	-3.5%	Shares	Sole	2023-07-19
2023-03-31	$6,858,080	35,848	-3.1%	Shares	Sole	2023-05-03
2022-12-31	$6,977,676	37,009	-1.9%	Shares	Sole	2023-02-06
2022-09-30	$6,459,959	37,729	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$6,061,338	37,177	-10.3%	Shares	Sole	2022-08-09
2022-03-31	$7,232,805	41,425	+7.1%	Shares	Sole	2022-05-10
2021-12-31	$6,560,290	38,665	-6.5%	Shares	Sole	2022-03-03
2021-09-30	$6,147,123	41,353	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$5,808,977	41,469	-5.3%	Shares	Sole	2021-08-10
2021-03-31	$5,460,808	43,767	-3.2%	Shares	Sole	2021-05-17
2020-12-31	$5,594,784	45,225	-0.6%	Shares	Sole	2021-02-08
2020-09-30	$4,804,839	45,509	+0.4%	Shares	Sole	2020-11-10
2020-06-30	$4,420,975	45,348	+0.0%	Shares	Sole	2020-08-10
2020-03-31	$3,694,522	45,326	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.