HB Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1911253 Atlanta, GA

Position in AJG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,099,093

-$294,973 QoQ

Shares Held

9,692

+4.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

HB Wealth Management, LLC holds $11,629,176 across 7 Insurance Brokers names. AJG ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	18,142	$3,146,729
2	AON	Aon plc	7,509	$2,423,755
3	AJG	Arthur J. Gallagher & Co. This page	9,692	$2,099,093
4	BWIN	Baldwin Insurance Group, Inc.	74,451	$1,633,454
5	BRO	Brown & Brown, Inc.	14,877	$970,129
6	WTW	Willis Towers Watson PLC	3,243	$942,740
7	CRD-A	Crawford & Co	41,452	$413,276

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,099,093	9,692	+4.8%	Shares	Sole	2026-04-27
2025-12-31	$2,394,066	9,251	-3.2%	Shares	Sole	2026-01-28
2025-09-30	$2,958,946	9,553	+4.0%	Shares	Sole	2025-10-23
2025-06-30	$2,939,982	9,184	-8.1%	Shares	Sole	2025-07-17
2025-03-31	$3,451,364	9,997	+47.3%	Shares	Sole	2025-05-07
2024-12-31	$1,926,206	6,786	+105.8%	Shares	Sole	2025-01-15
2024-09-30	$927,676	3,297	+18.5%	Shares	Sole	2024-10-15
2024-06-30	$721,400	2,782	+18.0%	Shares	Sole	2024-07-26
2024-03-31	$589,594	2,358	+6.2%	Shares	Sole	2024-04-30
2023-12-31	$499,458	2,221	+4.3%	Shares	Sole	2024-01-16
2023-09-30	$485,490	2,130	+27.5%	Shares	Sole	2023-10-13
2023-06-30	$366,901	1,671	+11.5%	Shares	Sole	2023-07-13
2023-03-31	$286,582	1,498	-56.7%	Shares	Sole	2023-04-13
2022-12-31	$651,594	3,456	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.