Beaird Harris Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1908938 DALLAS, TX

Position in AJG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$9,641

+$545 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,192

of 1,289 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beaird Harris Wealth Management, LLC holds $38,884 across 3 Insurance Brokers names. AJG ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	399	$25,595
2	AJG	Arthur J. Gallagher & Co. This page	42	$9,641
3	AON	Aon plc	11	$3,648

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,641	42	0.0%	Shares	Sole	2026-07-08
2026-03-31	$9,096	42	-43.2%	Shares	Sole	2026-05-14
2025-12-31	$19,150	74	-6.3%	Shares	Sole	2026-02-23
2025-09-30	$24,469	79	+2.6%	Shares	Sole	2025-11-13
2025-06-30	$24,649	77	+87.8%	Shares	Sole	2025-08-14
2025-03-31	$14,154	41	0.0%	Shares	Sole	2025-05-15
2024-12-31	$11,637	41	0.0%	Shares	Sole	2025-02-10
2024-09-30	$11,536	41	-63.7%	Shares	Sole	2024-12-02
2024-06-30	$29,302	113	-1.7%	Shares	Sole	2024-08-15
2024-03-31	$28,754	115	-15.4%	Shares	Sole	2024-05-15
2023-12-31	$30,583	136	+20.4%	Shares	Sole	2024-02-27
2023-09-30	$25,756	113	+175.6%	Shares	Sole	2023-11-15
2023-06-30	$9,002	41	-40.6%	Shares	Sole	2023-07-26
2023-03-31	$13,200	69	-36.7%	Shares	Sole	2023-04-24
2022-12-31	$20,550	109	+58.0%	Shares	Sole	2023-02-14
2022-09-30	$11,814	69	0.0%	Shares	Sole	2022-11-02
2022-06-30	$11,249	69	-31.0%	Shares	Sole	2022-08-12
2022-03-31	$17,460	100	+44.9%	Shares	Sole	2022-05-27
2021-12-31	$11,707	69	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.