Position in AJG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,525
-$2,239 QoQ
Shares Held
11
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,236
of 1,284 holders
Holding Since
Jun 2024
7 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, 2026Activest Wealth Management holds $7,945 across 6 Insurance Brokers names. AJG ranks #1 (31.8% of the industry book) .
All Filings in AJG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,525 | 11 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,764 | 22 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $13,318 | 43 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,926 | 56 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $19,333 | 56 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $567 | 2 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||