Position in AJG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$221,994
-$24,040 QoQ
Shares Held
967
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#997
of 1,284 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. AJG ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
967 | $221,994 | |
| 2 | AON |
Aon plc
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
|
16 | $1,000 |
All Filings in AJG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,994 | 967 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $246,034 | 1,136 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $283,375 | 1,095 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $492,486 | 1,590 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $541,002 | 1,690 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $981,862 | 2,844 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $673,859 | 2,374 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $586,656 | 2,085 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $483,872 | 1,866 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $486,827 | 1,947 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $400,511 | 1,781 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $267,361 | 1,173 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $258,433 | 1,177 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $246,024 | 1,286 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $134,429 | 713 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $124,476 | 727 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $200,865 | 1,232 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $468,801 | 2,685 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $472,021 | 2,782 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $394,219 | 2,652 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $393,064 | 2,806 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $248,916 | 1,995 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||