NewEdge Wealth, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1861796 STAMFORD, CT

Position in AJG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$386,378

-$643,606 QoQ

Shares Held

1,784

-55.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.336322869955157.ToString("F0")% Shared 0.ToString("F0")% None 99.66367713004485.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Wealth, LLC holds $4,563,394 across 4 Insurance Brokers names. AJG ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,123	$1,976,381
2	CRVL	Corvel Corp	31,124	$1,700,926
3	MRSH	Marsh & Mclennan Companies, Inc.	2,881	$499,709
4	AJG	Arthur J. Gallagher & Co. This page	1,784	$386,378

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$386,378	1,784	-55.2%	Shares	Sole	2026-05-13
2025-12-31	$1,029,984	3,980	-69.2%	Shares	Sole	2026-02-03
2025-09-30	$3,999,053	12,911	-1.5%	Shares	Sole	2025-11-07
2025-06-30	$4,197,093	13,111	-7.1%	Shares	Sole	2025-08-11
2025-03-31	$4,870,991	14,109	+4.8%	Shares	Sole	2025-05-09
2024-12-31	$3,821,188	13,462	+3.2%	Shares	Sole	2025-02-05
2024-09-30	$3,670,753	13,046	+6.6%	Shares	Sole	2024-11-12
2024-06-30	$3,173,176	12,237	+29.4%	Shares	Sole	2024-08-02
2024-03-31	$2,364,628	9,457	+5.0%	Shares	Sole	2024-05-06
2023-12-31	$2,025,269	9,006	+6.2%	Shares	Sole	2024-01-29
2023-09-30	$1,933,074	8,481	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.