Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$200,185
+$141,149 QoQ
Shares Held
872
+409.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,025
of 1,284 holders
Holding Since
Sep 2021
8 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, 2026Continuum Advisory, LLC holds $360,119 across 6 Insurance Brokers names. AJG ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
872 | $200,185 | |
| 2 | AON |
Aon plc
|
189 | $62,689 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
227 | $37,834 | |
| 4 | BRO |
Brown & Brown, Inc.
|
527 | $33,807 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
570 | $15,150 | |
| 6 | WTW |
Willis Towers Watson PLC
|
40 | $10,454 |
All Filings in AJG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,185 | 872 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $59,036 | 171 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $49,389 | 174 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $48,958 | 174 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $45,119 | 174 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $43,506 | 174 | Shares | Sole | 2024-05-13 | |
| 2021-12-31 | $246,191 | 1,451 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $200,380 | 1,348 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||