Accurate Wealth Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1877728
WESLEY CHAPEL, FL
Position in AJG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$848,949
+$141,816 QoQ
Shares Held
3,698
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#636
of 1,289 holders
Holding Since
Sep 2021
20 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, 2026Accurate Wealth Management, LLC holds $6,123,088 across 3 Insurance Brokers names. AJG ranks #3 (13.9% of the industry book) .
All Filings in AJG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,949 | 3,698 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $707,133 | 3,265 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $711,931 | 2,751 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $818,333 | 2,642 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $808,623 | 2,526 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $846,873 | 2,453 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $919,957 | 3,241 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $853,395 | 3,033 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $822,531 | 3,172 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $794,127 | 3,176 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $714,668 | 3,178 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $774,962 | 3,400 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $652,122 | 2,970 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $547,529 | 2,862 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $468,898 | 2,487 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $493,456 | 2,882 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $336,677 | 2,065 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,919,203 | 10,992 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $652,041 | 3,843 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $555,059 | 3,734 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||