NewEdge Wealth, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1861796 STAMFORD, CT

Position in AJG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$295,227

-$91,151 QoQ

Shares Held

1,286

-27.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#899

of 1,289 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $4,828,699 across 4 Insurance Brokers names. AJG ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,982	$1,984,169
2	CRVL	Corvel Corp	31,288	$1,956,125
3	MRSH	Marsh & Mclennan Companies, Inc.	3,559	$593,178
4	AJG	Arthur J. Gallagher & Co. This page	1,286	$295,227

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,227	1,286	-27.9%	Shares	Sole	2026-08-10
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.