Position in AJG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$118,458
+$14,284 QoQ
Shares Held
516
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,051
of 1,284 holders
Holding Since
Dec 2021
12 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, 2026CoreCap Advisors, LLC holds $261,060 across 8 Insurance Brokers names. AJG ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
516 | $118,458 | |
| 2 | BRO |
Brown & Brown, Inc.
|
842 | $54,014 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
263 | $43,834 | |
| 4 | ERIE |
Erie Indemnity Co
|
75 | $17,981 | |
| 5 | WTW |
Willis Towers Watson PLC
|
52 | $13,591 | |
| 6 | AON |
Aon plc
|
35 | $11,609 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
31 | $823 | |
| 8 | CRVL |
Corvel Corp
|
12 | $750 |
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,458 | 516 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $104,174 | 481 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $127,065 | 491 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $155,799 | 503 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $171,904 | 537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $203,691 | 590 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $137,099 | 483 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $112,266 | 399 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $14,252 | 57 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $6,787 | 36 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $4,402 | 27 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $4,072 | 24 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||