Aaron Wealth Advisors LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1812198 Chicago, IL

Position in AJG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$456,155

+$84,504 QoQ

Shares Held

1,987

+15.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#782

of 1,289 holders

Holding Since

Mar 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $2,781,329 across 4 Insurance Brokers names. AJG ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,857	$947,638
2	MRSH	Marsh & Mclennan Companies, Inc.	5,389	$898,184
3	WTW	Willis Towers Watson PLC	1,834	$479,352
4	AJG	Arthur J. Gallagher & Co. This page	1,987	$456,155

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,155	1,987	+15.8%	Shares	Sole	2026-07-16
2026-03-31	$371,651	1,716	+3.2%	Shares	Sole	2026-04-21
2025-12-31	$430,108	1,662	+17.0%	Shares	Sole	2026-01-21
2025-09-30	$439,830	1,420	+96.7%	Shares	Sole	2025-10-03
2025-03-31	$249,263	722	-97.9%	Shares	Sole	2025-04-28
2022-03-31	$201,000	35,094	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.