JOURNEY STRATEGIC WEALTH LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1909316 SUMMIT, NJ

Position in AJG

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$324,216

-$2,372 QoQ

Shares Held

1,497

+18.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 95% None 5%

Financial Services · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $2,341,692 across 4 Insurance Brokers names. AJG ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,417	$1,113,024
2	AON	Aon plc	1,716	$553,886
3	BRO	Brown & Brown, Inc.	5,376	$350,566
4	AJG	Arthur J. Gallagher & Co. This page	1,497	$324,216

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$324,216	1,497	+18.6%	Shares	Sole	2026-04-15
2025-12-31	$326,588	1,262	-18.6%	Shares	Sole	2026-02-13
2025-09-30	$480,404	1,551	+2.9%	Shares	Sole	2025-11-12
2025-06-30	$482,738	1,508	+12.4%	Shares	Sole	2025-08-12
2025-03-31	$463,306	1,342	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$380,073	1,339	-1.3%	Shares	Sole	2025-01-24
2024-09-30	$381,534	1,356	+5.1%	Shares	Sole	2024-11-12
2024-06-30	$334,508	1,290	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.