Position in AJG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,953
+$8,386 QoQ
Shares Held
39
+1850.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,196
of 1,289 holders
Holding Since
Mar 2021
12 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, 2026Concord Wealth Partners holds $1,032,933 across 3 Insurance Brokers names. AJG ranks #2 (0.9% of the industry book) .
All Filings in AJG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,953 | 39 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $567 | 2 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $562 | 2 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $2,051 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,976 | 9 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $1,696 | 9 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $22,662 | 139 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $24,618 | 141 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $23,923 | 141 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,135 | 48 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $18,770 | 134 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $15,221 | 122 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||