Ascent Group, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1913231 VIRGINIA BEACH, VA

Position in AJG

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

Position Value

$1,520,390

-$192,538 QoQ

Shares Held

7,020

+6.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Ascent Group, LLC holds $9,500,911 across 4 Insurance Brokers names. AJG ranks #4 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWFG	TWFG, Inc.	174,442	$3,207,988
2	MRSH	Marsh & Mclennan Companies, Inc.	15,302	$2,654,130
3	AON	Aon plc	6,563	$2,118,403
4	AJG	Arthur J. Gallagher & Co. This page	7,020	$1,520,390

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,520,390	7,020	+6.1%	Shares	Other	2026-05-15
2025-12-31	$1,712,928	6,619	-6.2%	Shares	Other	2026-01-20
2025-09-30	$2,185,209	7,055	+47.9%	Shares	Sole	2025-10-20
2025-06-30	$1,526,971	4,770	-22.8%	Shares	Other	2025-07-21
2025-03-31	$2,133,235	6,179	+5.0%	Shares	Other	2025-05-16
2024-12-31	$1,670,172	5,884	-10.1%	Shares	Sole	2025-02-21
2024-09-30	$1,841,566	6,545	-41.4%	Shares	Sole	2024-11-14
2024-06-30	$2,897,789	11,175	+6.7%	Shares	Sole	2024-08-15
2024-03-31	$2,619,419	10,476	+11.0%	Shares	Sole	2024-05-15
2023-12-31	$2,121,967	9,436	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$2,152,570	9,444	+764.8%	Shares	Sole	2023-11-14
2023-06-30	$239,770	1,092	-36.5%	Shares	Sole	2023-08-14
2023-03-31	$328,861	1,719	-51.0%	Shares	Sole	2023-05-10
2022-12-31	$661,209	3,507	+8.9%	Shares	Sole	2023-02-17
2022-09-30	$551,328	3,220	-2.1%	Shares	Sole	2022-11-15
2022-06-30	$536,238	3,289	+29.5%	Shares	Sole	2022-08-05
2022-03-31	$443,484	2,540	-81.1%	Shares	Sole	2022-05-10
2021-12-31	$2,280,534	13,441	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.