SOA Wealth Advisors, LLC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1849444 NEW YORK, NY

Position in AJG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$51,194

+$7,878 QoQ

Shares Held

223

+11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,103

of 1,289 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $579,562 across 4 Insurance Brokers names. AJG ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,637	$439,508
2	BRO	Brown & Brown, Inc.	1,106	$70,949
3	AJG	Arthur J. Gallagher & Co. This page	223	$51,194
4	AON	Aon plc	54	$17,911

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,194	223	+11.5%	Shares	Sole	2026-07-21
2026-03-31	$43,316	200	+100.0%	Shares	Sole	2026-05-20
2025-12-31	$25,879	100	0.0%	Shares	Sole	2026-01-20
2025-09-30	$30,974	100	+122.2%	Shares	Sole	2025-10-21
2022-03-31	$7,857	45	0.0%	Shares	Sole	2022-04-07
2021-12-31	$7,635	45	0.0%	Shares	Sole	2022-01-13
2021-09-30	$6,689	45	+800.0%	Shares	Sole	2021-10-12
2021-06-30	$700	5	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.