Fifth Third Wealth Advisors LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1899030
Cincinnati, OH
Position in AJG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$940,548
+$183,818 QoQ
Shares Held
4,097
+17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#620
of 1,284 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $2,825,809 across 4 Insurance Brokers names. AJG ranks #1 (33.3% of the industry book) .
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,548 | 4,097 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $756,730 | 3,494 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $706,755 | 2,731 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $937,892 | 3,028 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $877,448 | 2,741 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $988,076 | 2,862 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $806,985 | 2,843 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $793,182 | 2,819 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $765,483 | 2,952 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $200,032 | 800 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||