Bleakley Financial Group, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1936953 PARSIPPANY, NJ

Position in AJG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,063,152

+$1,484,663 QoQ

Shares Held

13,343

+139.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#429

of 1,284 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $21,021,046 across 5 Insurance Brokers names. AJG ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	25,014	$8,296,893
2	MRSH	Marsh & Mclennan Companies, Inc.	46,313	$7,718,987
3	AJG	Arthur J. Gallagher & Co. This page	13,343	$3,063,152
4	BRO	Brown & Brown, Inc.	15,162	$972,642
5	BWIN	Baldwin Insurance Group, Inc.	36,470	$969,372

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,063,152	13,343	+139.9%	Shares	Sole	2026-08-05
2024-12-31	$1,578,489	5,561	+5.6%	Shares	Sole	2025-01-27
2024-09-30	$1,481,413	5,265	-18.9%	Shares	Sole	2024-10-16
2024-06-30	$1,682,662	6,489	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$1,609,257	6,436	-7.5%	Shares	Sole	2024-05-08
2023-12-31	$1,564,265	6,956	+5.5%	Shares	Sole	2024-01-25
2023-09-30	$1,502,970	6,594	-15.8%	Shares	Sole	2023-11-14
2023-06-30	$1,719,891	7,833	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$1,507,140	7,878	+3.9%	Shares	Sole	2023-05-12
2022-12-31	$1,430,075	7,585	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.