Center for Financial Planning, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1803557
SOUTHFIED, MI
Position in AJG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$280,764
+$15,887 QoQ
Shares Held
1,223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#911
of 1,289 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $497,357 across 2 Insurance Brokers names. AJG ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,223 | $280,764 | |
| 2 | AON |
Aon plc
|
653 | $216,593 |
All Filings in AJG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,764 | 1,223 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $264,877 | 1,223 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $316,500 | 1,223 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $325,536 | 1,051 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $171,264 | 535 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $184,703 | 535 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $151,859 | 535 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $150,532 | 535 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $138,730 | 535 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $133,771 | 535 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $120,310 | 535 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $121,942 | 535 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $117,469 | 535 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $102,350 | 535 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $100,868 | 535 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $91,602 | 535 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $87,226 | 535 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $93,411 | 535 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $91,621 | 540 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $79,527 | 535 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $74,942 | 535 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $66,751 | 535 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $66,184 | 535 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $56,485 | 535 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $52,157 | 535 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $53,226 | 653 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||