Wedmont Private Capital

Position in AJG — Arthur J. Gallagher & Co.

CIK 1904274 WEST CHESTER, PA

Position in AJG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,537,200

+$791,082 QoQ

Shares Held

6,696

+94.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#534

of 1,284 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $5,434,157 across 6 Insurance Brokers names. AJG ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	28,730	$1,843,029
2	AJG	Arthur J. Gallagher & Co. This page	6,696	$1,537,200
3	MRSH	Marsh & Mclennan Companies, Inc.	4,783	$797,182
4	AON	Aon plc	1,713	$568,184
5	WTW	Willis Towers Watson PLC	1,486	$388,395
6	ERIE	Erie Indemnity Co	1,252	$300,167

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,537,200	6,696	+94.4%	Shares	Sole	2026-07-13
2026-03-31	$746,118	3,445	+6.8%	Shares	Sole	2026-04-09
2025-12-31	$835,115	3,227	-10.8%	Shares	Sole	2026-01-08
2025-09-30	$1,120,949	3,619	+3.0%	Shares	Sole	2025-10-08
2025-06-30	$1,124,581	3,513	-1.8%	Shares	Sole	2025-07-10
2025-03-31	$1,234,578	3,576	+4.2%	Shares	Sole	2025-04-14
2024-12-31	$974,173	3,432	+3.6%	Shares	Sole	2025-01-13
2024-09-30	$932,178	3,313	+7.8%	Shares	Sole	2024-10-08
2024-06-30	$796,859	3,073	+4.4%	Shares	Sole	2024-07-15
2024-03-31	$736,117	2,944	+0.4%	Shares	Sole	2024-04-10
2023-12-31	$659,123	2,931	-2.9%	Shares	Sole	2024-01-09
2023-09-30	$688,120	3,019	+14.1%	Shares	Sole	2023-10-10
2023-06-30	$580,982	2,646	+15.4%	Shares	Sole	2023-07-17
2023-03-31	$438,673	2,293	+7.6%	Shares	Sole	2023-04-11
2022-12-31	$401,778	2,131	+26.7%	Shares	Sole	2023-01-09
2022-09-30	$287,992	1,682	—	Shares	Sole	2022-10-03
No filing history on record for this holder in this stock.