Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,442,158
+$234,292 QoQ
Shares Held
6,282
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#546
of 1,289 holders
Holding Since
Sep 2024
7 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, 2026Vise Technologies, Inc. holds $8,009,791 across 6 Insurance Brokers names. AJG ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,268 | $3,211,397 | |
| 2 | AON |
Aon plc
|
4,945 | $1,640,207 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
6,282 | $1,442,158 | |
| 4 | BRO |
Brown & Brown, Inc.
|
13,539 | $868,526 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,685 | $440,408 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,698 | $407,095 |
All Filings in AJG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,158 | 6,282 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,207,866 | 5,577 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,443,271 | 5,577 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $712,092 | 2,299 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $922,585 | 2,882 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $365,031 | 1,286 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $212,997 | 757 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||