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Equibles

Cornerstone Planning Group LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1822587 FAIRFIELD, NJ
Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$78,053
-$2,731 QoQ
Shares Held
340
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,080
of 1,291 holders
Holding Since
Dec 2022
14 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, 2026

Cornerstone Planning Group LLC holds $191,245 across 9 Insurance Brokers names. AJG ranks #1 (40.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
This page 		340 $78,053
2 MRSH
Marsh & Mclennan Companies, Inc.
 304 $50,667
3 AON
Aon plc
 84 $27,861
4 WTW
Willis Towers Watson PLC
 85 $22,216
5 BRO
Brown & Brown, Inc.
 127 $8,147
6 RYAN
Ryan Specialty Holdings, Inc.
 45 $1,699
7 CRVL
Corvel Corp
 20 $1,250
8 GSHD
Goosehead Insurance, Inc.
 18 $873

All Filings in AJG

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $78,053 340
2026-03-31 $80,784 373
2025-12-31 $110,244 426
2025-09-30 $140,931 455
2025-06-30 $92,194 288
2025-03-31 $124,286 360
2024-12-31 $63,298 223
2024-09-30 $65,840 234
2024-06-30 $66,383 256
2024-03-31 $71,761 287
2023-12-31 $77,808 346
2023-09-30 $78,863 346
2023-06-30 $83,217 379
2022-12-31 $90,687 481