DecisionPoint Financial, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1938514 MESA, AZ

Position in AJG

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

Position Value

$459

+$26 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,271

of 1,284 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DecisionPoint Financial, LLC holds $4,554 across 6 Insurance Brokers names. AJG ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	8	$2,653
2	MRSH	Marsh & Mclennan Companies, Inc.	4	$666
3	WTW	Willis Towers Watson PLC	2	$522
4	AJG	Arthur J. Gallagher & Co. This page	2	$459
5	BRO	Brown & Brown, Inc.	3	$192
6	CRVL	Corvel Corp	1	$62

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459	2	0.0%	Shares	Sole	2026-08-05
2026-03-31	$433	2	0.0%	Shares	Sole	2026-05-06
2025-12-31	$517	2	0.0%	Shares	Sole	2026-01-29
2025-09-30	$619	2	0.0%	Shares	Sole	2025-11-10
2025-06-30	$640	2	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.