Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,501
-$11,363 QoQ
Shares Held
159
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,113
of 1,284 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $250,753 across 9 Insurance Brokers names. AJG ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
1,317 | $82,338 | |
| 2 | BRO |
Brown & Brown, Inc.
|
828 | $53,116 | |
| 3 | AON |
Aon plc
|
114 | $37,812 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
159 | $36,501 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
119 | $19,833 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
274 | $13,289 | |
| 7 | WTW |
Willis Towers Watson PLC
|
30 | $7,841 | |
| 8 | CRD-A |
Crawford & Co
|
2 | $22 |
All Filings in AJG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,501 | 159 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $47,864 | 221 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $61,333 | 237 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $71,240 | 230 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $99,237 | 310 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $42,809 | 124 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $33,494 | 118 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,011 | 96 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $24,634 | 95 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $49,007 | 196 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $46,550 | 207 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $46,269 | 203 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,078 | 96 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,557 | 97 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $199,663 | 1,059 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,573 | 126 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,603 | 1,488 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $87,125 | 499 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $52,258 | 308 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||