Position in AJG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$475,209
+$6,531 QoQ
Shares Held
2,070
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#764
of 1,289 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $4,416,004 across 6 Insurance Brokers names. AJG ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,142 | $2,357,046 | |
| 2 | WTW |
Willis Towers Watson PLC
|
1,968 | $514,376 | |
| 3 | AON |
Aon plc
|
1,476 | $489,573 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,070 | $475,209 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,857 | $445,215 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,098 | $134,585 |
All Filings in AJG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,209 | 2,070 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $468,678 | 2,164 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $709,342 | 2,741 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $947,804 | 3,060 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,196,928 | 3,739 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,321,232 | 3,827 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $1,079,481 | 3,803 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $575,400 | 2,045 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $286,796 | 1,106 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $153,273 | 613 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $134,702 | 599 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $112,368 | 493 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20 | 104 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $158,021 | 826 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $5,213 | 745 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $59,241 | 346 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $49,237 | 302 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||