AXXCESS WEALTH MANAGEMENT, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1911056 CARLSBAD, CA

Position in AJG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$680,445

-$154,670 QoQ

Shares Held

2,964

-8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#671

of 1,284 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,708,658 across 4 Insurance Brokers names. AJG ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	20,527	$3,421,235
2	AON	Aon plc	6,578	$2,181,856
3	AJG	Arthur J. Gallagher & Co. This page	2,964	$680,445
4	BRO	Brown & Brown, Inc.	6,627	$425,122

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,445	2,964	-8.1%	Shares	Sole	2026-07-28
2025-12-31	$835,115	3,227	-30.0%	Shares	Sole	2026-02-19
2025-09-30	$1,427,901	4,610	-33.8%	Shares	Sole	2025-11-07
2025-06-30	$2,230,276	6,967	-6.7%	Shares	Sole	2025-07-28
2025-03-31	$2,579,288	7,471	-15.3%	Shares	Sole	2025-04-30
2024-12-31	$2,503,557	8,820	+29.0%	Shares	Sole	2025-02-10
2024-09-30	$1,923,726	6,837	+12.3%	Shares	Sole	2024-11-04
2024-06-30	$1,578,160	6,086	+12.7%	Shares	Sole	2024-08-09
2024-03-31	$1,350,216	5,400	+4.3%	Shares	Sole	2024-05-14
2023-12-31	$1,164,653	5,179	-34.0%	Shares	Sole	2024-02-06
2023-09-30	$1,787,654	7,843	+131.7%	Shares	Sole	2023-11-14
2023-06-30	$743,244	3,385	-4.3%	Shares	Sole	2023-08-08
2023-03-31	$676,472	3,536	+1.6%	Shares	Sole	2023-05-03
2022-12-31	$655,930	3,479	+0.5%	Shares	Sole	2023-02-16
2022-09-30	$592,592	3,461	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$545,857	3,348	+2.7%	Shares	Sole	2022-08-11
2022-03-31	$569,021	3,259	+2.2%	Shares	Sole	2022-08-11
2021-12-31	$541,077	3,189	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.