Position in AJG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,844,191
+$895,756 QoQ
Shares Held
42,881
+3.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#277
of 1,289 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $29,050,765 across 6 Insurance Brokers names. AJG ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
44,550 | $14,776,789 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
42,881 | $9,844,191 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,106 | $2,351,047 | |
| 4 | ERIE |
Erie Indemnity Co
|
4,947 | $1,186,043 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,799 | $470,204 | |
| 6 | BRO |
Brown & Brown, Inc.
|
6,586 | $422,491 |
All Filings in AJG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,844,191 | 42,881 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,948,435 | 41,317 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,115,278 | 15,902 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,367,643 | 14,101 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,409,561 | 45,013 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,477,762 | 12,970 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,071,860 | 46,052 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,517,969 | 12,503 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,885,891 | 49,693 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,774,382 | 47,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,394,113 | 15,093 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,629,628 | 11,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,428,005 | 11,058 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,794,870 | 9,382 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,169,923 | 16,813 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,833,252 | 10,707 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,752,516 | 10,749 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,724,698 | 9,878 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,953,750 | 11,515 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,747,826 | 11,758 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,703,512 | 12,161 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,454,194 | 11,655 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $4,095,543 | 33,106 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $5,279 | 50 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||