Position in AJG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,855
+$1,377 QoQ
Shares Held
56
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,172
of 1,282 holders
Holding Since
Jun 2025
5 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, 2026West Financial Advisors, LLC holds $66,588 across 2 Insurance Brokers names. AJG ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
162 | $53,733 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
56 | $12,855 |
All Filings in AJG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,855 | 56 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,478 | 53 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,939 | 50 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $14,867 | 48 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,085 | 44 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||