Joseph Group Capital Management
Position in AJG — Arthur J. Gallagher & Co.
CIK 1910383
COLUMBUS, OH
Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,598
+$22,203 QoQ
Shares Held
142
+195.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,125
of 1,289 holders
Holding Since
Dec 2025
3 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, 2026Joseph Group Capital Management holds $93,935 across 3 Insurance Brokers names. AJG ranks #2 (34.7% of the industry book) .
All Filings in AJG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,598 | 142 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,395 | 48 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,175 | 20 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||