Position in AJG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$481,408
-$2,947,053 QoQ
Shares Held
2,097
-86.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#759
of 1,284 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Journey Advisory Group, LLC holds $1,151,926 across 3 Insurance Brokers names. AJG ranks #1 (41.8% of the industry book) .
All Filings in AJG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,408 | 2,097 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,428,461 | 15,830 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,385,196 | 16,945 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,855,015 | 18,903 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,014,734 | 18,789 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,419,737 | 18,595 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,296,641 | 18,660 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,250,364 | 18,660 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,838,724 | 18,660 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,412,455 | 17,647 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,713,218 | 16,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,797,541 | 16,661 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,619,391 | 16,484 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,795,421 | 14,612 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||